A detailed history of Invenio Wealth Partners LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Invenio Wealth Partners LLC holds 142,071 shares of DGRW stock, worth $11.7 Million. This represents 5.5% of its overall portfolio holdings.

Number of Shares
142,071
Previous 136,890 3.78%
Holding current value
$11.7 Million
Previous $10.4 Billion 6.32%
% of portfolio
5.5%
Previous 5.62%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$72.31 - $79.02 $374,638 - $409,402
5,181 Added 3.78%
142,071 $11.1 Billion
Q1 2024

May 09, 2024

BUY
$69.56 - $76.3 $2.13 Million - $2.34 Million
30,659 Added 28.86%
136,890 $10.4 Billion
Q4 2023

Feb 09, 2024

BUY
$61.43 - $70.36 $1.08 Million - $1.23 Million
17,528 Added 19.76%
106,231 $7.47 Billion
Q3 2023

Nov 13, 2023

BUY
$63.23 - $68.5 $2.34 Million - $2.54 Million
37,067 Added 71.79%
88,703 $5.63 Billion
Q2 2023

Aug 11, 2023

BUY
$61.86 - $66.66 $3.19 Million - $3.44 Million
51,636 New
51,636 $3.44 Billion

Others Institutions Holding DGRW

About WISDOMTREE TR US QUALITY DIVID


  • Ticker DGRW
  • Sector ETFs
  • Industry ETFs
More about DGRW
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