Lifestyle Asset Management, Inc. Wisdomtree Tr Us Quality Divid Transaction History

Lifestyle Asset Management, Inc.

  • $181 Billion
  • Q3 2024

A detailed history of Lifestyle Asset Management, Inc. transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Lifestyle Asset Management, Inc. holds 22,983 shares of DGRW stock, worth $1.87 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares
22,983
Previous 24,139 4.79%
Holding current value
$1.87 Million
Previous $1.88 Billion 1.51%
% of portfolio
1.06%
Previous 1.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
SELL
$75.88 - $83.21 $87,717 - $96,190
-1,156 Reduced 4.79%
22,983 $1.91 Billion
Q2 2024

Jul 19, 2024
BUY
$72.31 - $79.02 $430,967 - $470,959
5,960 Added 32.79%
24,139 $1.88 Billion
Q1 2024

Apr 19, 2024
SELL
$69.56 - $76.3 $21,146 - $23,195
-304 Reduced 1.64%
18,179 $1.39 Billion
Q4 2023

Feb 12, 2024
BUY
$61.43 - $70.36 $1.14 Million - $1.3 Million
18,483 New
18,483 $1.3 Billion

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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