Legacy Wealth Managment, Llc/Id Wisdomtree Tr Us Quality Divid Transaction History

Legacy Wealth Managment, Llc/Id

  • $120 Million
  • Q2 2025

A detailed history of Legacy Wealth Managment, Llc/Id transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 14,987 shares of DGRW stock, worth $1.34 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares
14,987
Previous 12,006 24.83%
Holding current value
$1.34 Million
Previous $958,000 31.0%
% of portfolio
1.04%
Previous 0.79%

Shares

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

Aug 06, 2025
BUY
$71.28 - $83.74 $212,485 - $249,628
2,981 Added 24.83%
14,987 $1.26 Million
Q1 2025

May 16, 2025
BUY
$78.0 - $84.37 $134,472 - $145,453
1,724 Added 16.77%
12,006 $958,000
Q4 2024

Feb 13, 2025
BUY
$80.93 - $85.66 $541,745 - $573,408
6,694 Added 186.57%
10,282 $832,000
Q3 2024

Nov 15, 2024
BUY
$75.88 - $83.21 $272,257 - $298,557
3,588 New
3,588 $298,000

Others Institutions Holding DGRW

# of Institutions
795
Shares Held
153M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR US QUALITY DIVID

DGRW Quotes by TradingView
  • Ticker DGRW
  • Sector ETFs
  • Industry ETFs
More about DGRW
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