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

Marshall & Sterling Wealth Advisors Inc.

  • $147 Billion
  • Q1 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 111,776 shares of DGRW stock, worth $9.57 Million. This represents 6.07% of its overall portfolio holdings.

Number of Shares
111,776
Previous 114,445 2.33%
Holding current value
$9.57 Million
Previous $9.26 Billion 3.62%
% of portfolio
6.07%
Previous 6.4%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
789
Shares Held
152M
Call Options Held
4.6K
Put Options Held
200
View Full List

About WISDOMTREE TR US QUALITY DIVID

DGRW Quotes by TradingView
  • Ticker DGRW
  • Sector ETFs
  • Industry ETFs
More about DGRW
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