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

Lifestyle Asset Management, Inc.

$184 Billion
Q4 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 23,128 shares of DGRW stock, worth $1.95 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares

23,128

Previous 22,983 0.63%

Holding current value

$1.95 Million

Previous $1.91 Billion 2.13%

% of portfolio

1.02%

Previous 1.06%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$80.93 - $85.66 $11,734 - $12,420	145 Added 0.63%	23,128 $1.87 Billion
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

752

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