Iht Wealth Management, LLC Wisdomtree Tr Us Quality Divid Transaction History
Iht Wealth Management, LLC
- $3.44 Billion
- Q2 2025
A detailed history of Iht Wealth Management, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Iht Wealth Management, LLC holds 105,614 shares of DGRW stock, worth $9.19 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
105,614
Previous 101,930
3.61%
Holding current value
$9.19 Million
Previous $8.14 Million
8.65%
% of portfolio
0.26%
Previous 0.27%
Shares
32 transactions
Others Institutions Holding DGRW
# of Institutions
796Shares Held
153MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA19.8MShares$1.72 Billion1.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.5MShares$1.08 Billion0.37% of portfolio
-
Bank Of America Corp Charlotte, NC12.4MShares$1.08 Billion0.08% of portfolio
-
Morgan Stanley New York, NY8.67MShares$755 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.94MShares$604 Million0.15% of portfolio