Marshall & Sterling Wealth Advisors Inc. Wisdomtree Tr Us Quality Divid Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $148 Billion
  • Q2 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 117,480 shares of DGRW stock, worth $10.5 Million. This represents 6.65% of its overall portfolio holdings.

Number of Shares
117,480
Previous 111,776 5.1%
Holding current value
$10.5 Million
Previous $8.93 Billion 10.11%
% of portfolio
6.65%
Previous 6.07%

Shares

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

Aug 12, 2025
BUY
$71.28 - $83.74 $406,581 - $477,652
5,704 Added 5.1%
117,480 $9.83 Billion
Q1 2025

May 15, 2025
SELL
$78.0 - $84.37 $208,182 - $225,183
-2,669 Reduced 2.33%
111,776 $8.93 Billion
Q4 2024

Feb 14, 2025
BUY
$80.93 - $85.66 $9.26 Million - $9.8 Million
114,445 New
114,445 $9.26 Billion

Others Institutions Holding DGRW

# of Institutions
797
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
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More about DGRW
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