A detailed history of Lion Street Advisors, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Lion Street Advisors, LLC holds 3,217 shares of DGRW stock, worth $265,434. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,217
Previous 3,217 -0.0%
Holding current value
$265,434
Previous $251,000 6.37%
% of portfolio
0.09%
Previous 0.09%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024

SELL
$72.31 - $79.02 $38,179 - $41,722
-528 Reduced 14.1%
3,217 $251,000
Q4 2023

Jan 09, 2024

SELL
$61.43 - $70.36 $8,293 - $9,498
-135 Reduced 3.48%
3,745 $263,000
Q3 2023

Oct 19, 2023

BUY
$63.23 - $68.5 $31,804 - $34,455
503 Added 14.89%
3,880 $246,000
Q2 2023

Jul 28, 2023

SELL
$61.86 - $66.66 $5,010 - $5,399
-81 Reduced 2.34%
3,377 $225,000
Q1 2023

Apr 12, 2023

BUY
$59.34 - $63.43 $205,197 - $219,340
3,458 New
3,458 $215,000
Q1 2022

May 10, 2022

SELL
$60.09 - $66.2 $185,497 - $204,359
-3,087 Closed
0 $0
Q4 2021

Jan 20, 2022

BUY
$58.98 - $66.05 $182,071 - $203,896
3,087 New
3,087 $203,000

Others Institutions Holding DGRW

About WISDOMTREE TR US QUALITY DIVID


  • Ticker DGRW
  • Sector ETFs
  • Industry ETFs
More about DGRW
Track This Portfolio

Track Lion Street Advisors, LLC Portfolio

Follow Lion Street Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lion Street Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lion Street Advisors, LLC with notifications on news.