Integrated Wealth Concepts LLC Wisdomtree Tr Us Quality Divid Transaction History

Integrated Wealth Concepts LLC

  • $7.83 Billion
  • Q3 2024

A detailed history of Integrated Wealth Concepts LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 5,645 shares of DGRW stock, worth $465,768. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,645
Previous 4,270 32.2%
Holding current value
$465,768
Previous $333,000 40.84%
% of portfolio
0.01%
Previous 0.0%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$75.88 - $83.21 $104,335 - $114,413
1,375 Added 32.2%
5,645 $469,000
Q2 2024

Aug 14, 2024
SELL
$72.31 - $79.02 $1,518 - $1,659
-21 Reduced 0.49%
4,270 $333,000
Q1 2024

May 15, 2024
SELL
$69.56 - $76.3 $695 - $763
-10 Reduced 0.23%
4,291 $326,000
Q4 2023

Feb 13, 2024
BUY
$61.43 - $70.36 $264,210 - $302,618
4,301 New
4,301 $302,000
Q3 2021

Nov 15, 2021
SELL
$58.84 - $62.73 $379,223 - $404,294
-6,445 Closed
0 $0
Q2 2021

Aug 13, 2021
BUY
$57.5 - $60.08 $55,890 - $58,397
972 Added 17.76%
6,445 $385,000
Q1 2021

May 13, 2021
SELL
$53.02 - $57.54 $25,714 - $27,906
-485 Reduced 8.14%
5,473 $313,000
Q4 2020

Feb 12, 2021
BUY
$47.73 - $53.96 $12,218 - $13,813
256 Added 4.49%
5,958 $321,000
Q3 2020

Nov 13, 2020
BUY
$45.51 - $51.78 $29,444 - $33,501
647 Added 12.8%
5,702 $283,000
Q2 2020

Jul 30, 2020
BUY
$37.38 - $47.13 $188,955 - $238,242
5,055 New
5,055 $230,000
Q1 2020

May 18, 2020
SELL
$33.65 - $49.64 $168,216 - $248,150
-4,999 Closed
0 $0
Q4 2019

Feb 20, 2020
BUY
$43.65 - $48.63 $1,178 - $1,313
27 Added 0.54%
4,999 $242,000
Q3 2019

Nov 15, 2019
BUY
$44.66 - $45.42 $12,281 - $12,490
275 Added 5.85%
4,972 $224,000
Q2 2019

Aug 15, 2019
BUY
N/A
30 Added 0.64%
4,697 $205,000
Q1 2019

May 15, 2019
BUY
N/A
4,667 New
4,667 $201,000
Q4 2018

Feb 14, 2019
SELL
N/A
-4,590 Closed
0 $0
Q3 2018

Nov 13, 2018
BUY
N/A
4,590 New
4,590 $204,000
Q1 2018

May 15, 2018
SELL
N/A
-4,770 Closed
0 $0
Q4 2017

May 15, 2018
BUY
N/A
4,770
4,770 $202,000

Others Institutions Holding DGRW

# of Institutions
684
Shares Held
133M
Call Options Held
16.5K
Put Options Held
200
View Full List

About WISDOMTREE TR US QUALITY DIVID

DGRW Quotes by TradingView
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