Key Client Fiduciary Advisors, LLC Wisdomtree Tr Us Quality Divid Transaction History

Key Client Fiduciary Advisors, LLC

$203 Million
Q4 2024

A detailed history of Key Client Fiduciary Advisors, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 8,215 shares of DGRW stock, worth $654,735. This represents 0.33% of its overall portfolio holdings.

Number of Shares

8,215

Previous 8,141 0.91%

Holding current value

$654,735

Previous $677,000 1.92%

% of portfolio

0.33%

Previous 0.34%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$80.93 - $85.66 $5,988 - $6,338	74 Added 0.91%	8,215 $664,000
Q3 2024 Oct 18, 2024	BUY	$75.88 - $83.21 $15,858 - $17,390	209 Added 2.63%	8,141 $677,000
Q2 2024 Jul 16, 2024	BUY	$72.31 - $79.02 $24,946 - $27,261	345 Added 4.55%	7,932 $619,000
Q1 2024 Apr 15, 2024	BUY	$69.56 - $76.3 $28,380 - $31,130	408 Added 5.68%	7,587 $578,000
Q4 2023 Jan 09, 2024	BUY	$61.43 - $70.36 $11,733 - $13,438	191 Added 2.73%	7,179 $504,000
Q3 2023 Nov 14, 2023	BUY	$63.23 - $68.5 $151,815 - $164,468	2,401 Added 52.34%	6,988 $443,000
Q2 2023 Jul 13, 2023	BUY	$61.86 - $66.66 $283,751 - $305,769	4,587 New	4,587 $305,000

Others Institutions Holding DGRW

# of Institutions

759

Shares Held

148M

Call Options Held

8.3K

Put Options Held

2.4K

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About WISDOMTREE TR US QUALITY DIVID

Ticker DGRW
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Key Client Fiduciary Advisors, LLC Wisdomtree Tr Us Quality Divid Transaction History