Mason & Associates Inc Wisdomtree Tr Us Quality Divid Transaction History

Mason & Associates Inc

$367 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 26, 2022	SELL	N/A	-5,751 Closed	0 $0
Q1 2022 Apr 19, 2022	SELL	N/A	-120 Reduced 2.04%	5,751 $366,000
Q4 2021 Mar 18, 2022	BUY	N/A	5,871 New	5,871 $387,000

Others Institutions Holding DGRW

# of Institutions

618

Shares Held

126M

Call Options Held

5.7K

Put Options Held

0

Pnc Financial Services Group, Inc. Pittsburgh, PA

18.2M
Shares

$1.38 Billion
0.97% of portfolio
Bank Of America Corp Charlotte, NC

11.2M
Shares

$852 Million
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

9.62M
Shares

$730 Million
0.4% of portfolio
Morgan Stanley New York, NY

7.65M
Shares

$581 Million
0.05% of portfolio
Hamilton Capital, LLC Columbus, OH

7.17M
Shares

$544 Million
40.37% of portfolio

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