Kovitz Investment Group Partners, LLC Wisdomtree Tr Us Quality Divid Transaction History

Kovitz Investment Group Partners, LLC

$21.5 Billion
Q2 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 1,293,759 shares of DGRW stock, worth $115 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

1,293,759

Previous 1,286,177 0.59%

Holding current value

$115 Million

Previous $103 Million 5.48%

% of portfolio

0.5%

Previous 0.57%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$71.28 - $83.74 $540,444 - $634,916	7,582 Added 0.59%	1,293,759 $108 Million
Q1 2025 May 13, 2025	SELL	$78.0 - $84.37 $2.42 Million - $2.62 Million	-31,035 Reduced 2.36%	1,286,177 $103 Million
Q4 2024 Aug 25, 2025	BUY	$80.93 - $85.66 $2.12 Million - $2.24 Million	26,179 Added 2.02%	1,319,938 $107 Million
Q4 2024 Feb 14, 2025	SELL	$80.93 - $85.66 $161 - $171	-2 Reduced -0.0%	1,317,212 $107 Million
Q4 2024 Feb 14, 2025	BUY	$80.93 - $85.66 $2.23 Million - $2.36 Million	27,602 Added 2.14%	1,317,214 $107 Million
Q3 2024 Nov 14, 2024	BUY	$75.88 - $83.21 $97.5 Million - $107 Million	1,284,875 Added 27124.23%	1,289,612 $107 Million
Q2 2023 Aug 08, 2023	SELL	$61.86 - $66.66 $7,052 - $7,599	-114 Reduced 2.35%	4,737 $315,000
Q1 2023 May 11, 2023	SELL	$59.34 - $63.43 $83,076 - $88,802	-1,400 Reduced 22.4%	4,851 $302,000
Q3 2022 Nov 09, 2022	SELL	$53.91 - $63.08 $44,637 - $52,230	-828 Reduced 11.7%	6,251 $337,000
Q2 2022 Aug 02, 2022	SELL	$55.42 - $64.55 $13,855 - $16,137	-250 Reduced 3.41%	7,079 $406,000
Q1 2022 Apr 22, 2022	BUY	$60.09 - $66.2 $440,399 - $485,179	7,329 New	7,329 $467,000

Others Institutions Holding DGRW

# of Institutions

800

Shares Held

153M

Call Options Held

Put Options Held

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About WISDOMTREE TR US QUALITY DIVID

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Kovitz Investment Group Partners, LLC Wisdomtree Tr Us Quality Divid Transaction History