Loring Wolcott & Coolidge Fiduciary Advisors LLP Wisdomtree Tr Us Quality Divid Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

  • $11.1 Billion
  • Q3 2024

A detailed history of Loring Wolcott & Coolidge Fiduciary Advisors LLP transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 1,820 shares of DGRW stock, worth $154,099. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,820
Previous 1,820 -0.0%
Holding current value
$154,099
Previous $142,000 6.34%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
SELL
$69.56 - $76.3 $47,300 - $51,884
-680 Reduced 27.2%
1,820 $138,000
Q4 2021

Feb 14, 2022
SELL
$58.98 - $66.05 $5,662 - $6,340
-96 Reduced 3.7%
2,500 $165,000
Q2 2021

Aug 13, 2021
BUY
$57.5 - $60.08 $149,270 - $155,967
2,596 New
2,596 $155,000
Q1 2021

Apr 14, 2021
SELL
$53.02 - $57.54 $132,550 - $143,850
-2,500 Closed
0 $0
Q1 2020

Apr 15, 2020
SELL
$33.65 - $49.64 $16,825 - $24,820
-500 Reduced 16.67%
2,500 $97,000
Q3 2018

Oct 31, 2018
BUY
N/A
3,000 New
3,000 $133,000

Others Institutions Holding DGRW

# of Institutions
669
Shares Held
130M
Call Options Held
6.1K
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
Track This Portfolio

Track Loring Wolcott & Coolidge Fiduciary Advisors LLP Portfolio

Follow Loring Wolcott & Coolidge Fiduciary Advisors LLP 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 Loring Wolcott & Coolidge Fiduciary Advisors LLP, based on Form 13F filings with the SEC.

News

Stay updated on Loring Wolcott & Coolidge Fiduciary Advisors LLP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email