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

Kovitz Investment Group Partners, LLC

$15 Billion
Q3 2024

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 1,289,612 shares of DGRW stock, worth $107 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares

1,289,612

Previous 4,737 27124.23%

Holding current value

$107 Million

Previous $369,000 28980.76%

% of portfolio

0.72%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

684

Shares Held

133M

Call Options Held

16.5K

Put Options Held

200

View Full List

About WISDOMTREE TR US QUALITY DIVID

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