Iam Advisory, LLC Wisdomtree Tr Us Quality Divid Transaction History

Iam Advisory, LLC

$400 Million
Q2 2025

A detailed history of Iam Advisory, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Iam Advisory, LLC holds 795,448 shares of DGRW stock, worth $69.2 Million. This represents 16.66% of its overall portfolio holdings.

Number of Shares

795,448

Previous 782,642 1.64%

Holding current value

$69.2 Million

Previous $61.9 Million 7.58%

% of portfolio

16.66%

Previous 16.24%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 08, 2025	BUY	$71.28 - $83.74 $912,811 - $1.07 Million	12,806 Added 1.64%	795,448 $66.6 Million
Q1 2025 Apr 11, 2025	SELL	$78.0 - $84.37 $393,432 - $425,562	-5,044 Reduced 0.64%	782,642 $61.9 Million
Q4 2024 Jan 15, 2025	BUY	$80.93 - $85.66 $567,562 - $600,733	7,013 Added 0.9%	787,686 $63.7 Million
Q3 2024 Oct 07, 2024	BUY	$75.88 - $83.21 $630,866 - $691,807	8,314 Added 1.08%	780,673 $65 Million
Q2 2024 Jul 12, 2024	BUY	$72.31 - $79.02 $36 Million - $39.3 Million	497,566 Added 181.07%	772,359 $60.3 Million
Q1 2024 Apr 15, 2024	SELL	$69.56 - $76.3 $152,753 - $167,554	-2,196 Reduced 0.79%	274,793 $20.9 Million
Q4 2023 Jan 12, 2024	BUY	$61.43 - $70.36 $128,511 - $147,193	2,092 Added 0.76%	276,989 $19.5 Million
Q3 2023 Oct 10, 2023	BUY	$63.23 - $68.5 $17.4 Million - $18.8 Million	274,897 New	274,897 $17.5 Million

Others Institutions Holding DGRW

# of Institutions

796

Shares Held

153M

Call Options Held

Put Options Held

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About WISDOMTREE TR US QUALITY DIVID

Ticker DGRW
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