Invenio Wealth Partners LLC Wisdomtree Tr Us Quality Divid Transaction History

Invenio Wealth Partners LLC

  • $252 Billion
  • Q2 2025

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 25,828 shares of DGRW stock, worth $2.23 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares
25,828
Previous 180,023 85.65%
Holding current value
$2.23 Million
Previous $14.4 Billion 84.96%
% of portfolio
0.86%
Previous 6.04%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
SELL
$71.28 - $83.74 $11 Million - $12.9 Million
-154,195 Reduced 85.65%
25,828 $2.16 Billion
Q1 2025

May 13, 2025
BUY
$78.0 - $84.37 $615,264 - $665,510
7,888 Added 4.58%
180,023 $14.4 Billion
Q4 2024

Feb 12, 2025
BUY
$80.93 - $85.66 $817,150 - $864,909
10,097 Added 6.23%
172,135 $13.9 Billion
Q3 2024

Nov 13, 2024
BUY
$75.88 - $83.21 $1.52 Million - $1.66 Million
19,967 Added 14.05%
162,038 $13.5 Billion
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

# of Institutions
797
Shares Held
152M
Call Options Held
4.6K
Put Options Held
200
View Full List

About WISDOMTREE TR US QUALITY DIVID

DGRW Quotes by TradingView
  • Ticker DGRW
  • Sector ETFs
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