Masso Torrence Wealth Management Inc. Wisdomtree Tr Us Quality Divid Transaction History

Masso Torrence Wealth Management Inc.

$178 Million
Q4 2024

A detailed history of Masso Torrence Wealth Management Inc. transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Masso Torrence Wealth Management Inc. holds 94,169 shares of DGRW stock, worth $7.84 Million. This represents 4.29% of its overall portfolio holdings.

Number of Shares

94,169

Previous 90,620 3.92%

Holding current value

$7.84 Million

Previous $7.54 Million 1.07%

% of portfolio

4.29%

Previous 4.26%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$80.93 - $85.66 $287,220 - $304,007	3,549 Added 3.92%	94,169 $7.62 Million
Q3 2024 Oct 23, 2024	SELL	$75.88 - $83.21 $1,593 - $1,747	-21 Reduced 0.02%	90,620 $7.54 Million
Q2 2024 Jul 22, 2024	BUY	$72.31 - $79.02 $482,958 - $527,774	6,679 Added 7.95%	90,641 $7.07 Million
Q1 2024 Apr 23, 2024	BUY	$69.56 - $76.3 $578,113 - $634,129	8,311 Added 10.99%	83,962 $6.4 Million
Q4 2023 Feb 01, 2024	BUY	$61.43 - $70.36 $710,315 - $813,572	11,563 Added 18.04%	75,651 $5.32 Million
Q3 2023 Nov 07, 2023	SELL	$63.23 - $68.5 $93,706 - $101,517	-1,482 Reduced 2.26%	64,088 $4.07 Million
Q2 2023 Aug 11, 2023	BUY	$61.86 - $66.66 $433,700 - $467,353	7,011 Added 11.97%	65,570 $4.37 Million
Q1 2023 May 12, 2023	SELL	$59.34 - $63.43 $321,741 - $343,917	-5,422 Reduced 8.47%	58,559 $3.65 Million
Q4 2022 Feb 14, 2023	BUY	$54.71 - $63.51 $1.13 Million - $1.31 Million	20,698 Added 47.82%	63,981 $3.86 Million
Q3 2022 Nov 14, 2022	BUY	$53.91 - $63.08 $59,085 - $69,135	1,096 Added 2.6%	43,283 $2.33 Million
Q2 2022 Jul 28, 2022	BUY	$55.42 - $64.55 $63,067 - $73,457	1,138 Added 2.77%	42,187 $2.42 Million
Q1 2022 Apr 26, 2022	BUY	$60.09 - $66.2 $418,106 - $460,619	6,958 Added 20.41%	41,049 $2.61 Million
Q4 2021 Feb 10, 2022	BUY	$58.98 - $66.05 $2.01 Million - $2.25 Million	34,091 New	34,091 $2.25 Million

Others Institutions Holding DGRW

# of Institutions

758

Shares Held

148M

Call Options Held

8.3K

Put Options Held

2.4K

View Full List

About WISDOMTREE TR US QUALITY DIVID

Ticker DGRW
Sector ETFs
Industry ETFs

More about DGRW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Masso Torrence Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Masso Torrence Wealth Management Inc. with notifications on news.

Account

Masso Torrence Wealth Management Inc. Wisdomtree Tr Us Quality Divid Transaction History