Meridian Financial Partners LLC Wisdomtree Tr Us Quality Divid Transaction History

Meridian Financial Partners LLC

$198 Million
Q3 2024

A detailed history of Meridian Financial Partners LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Meridian Financial Partners LLC holds 39,646 shares of DGRW stock, worth $3.25 Million. This represents 1.67% of its overall portfolio holdings.

Number of Shares

39,646

Previous 40,424 1.92%

Holding current value

$3.25 Million

Previous $3.23 Million 2.29%

% of portfolio

1.67%

Previous 1.92%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	SELL	$75.88 - $83.21 $59,034 - $64,737	-778 Reduced 1.92%	39,646 $3.3 Million
Q2 2024 Jul 19, 2024	BUY	$72.31 - $79.02 $152,574 - $166,732	2,110 Added 5.51%	40,424 $3.23 Million
Q1 2024 Apr 17, 2024	SELL	$69.56 - $76.3 $37,562 - $41,202	-540 Reduced 1.39%	38,314 $2.79 Million
Q4 2023 Jan 19, 2024	BUY	$61.43 - $70.36 $13,576 - $15,549	221 Added 0.57%	38,854 $2.74 Million
Q3 2023 Oct 20, 2023	SELL	$63.23 - $68.5 $47,865 - $51,854	-757 Reduced 1.92%	38,633 $2.45 Million
Q2 2023 Jul 24, 2023	SELL	$61.86 - $66.66 $562,678 - $606,339	-9,096 Reduced 18.76%	39,390 $2.68 Million
Q1 2023 Apr 19, 2023	SELL	$59.34 - $63.43 $15,903 - $16,999	-268 Reduced 0.55%	48,486 $3.06 Million
Q4 2022 Jan 20, 2023	BUY	$54.71 - $63.51 $22,978 - $26,674	420 Added 0.87%	48,754 $2.94 Million
Q3 2022 Oct 24, 2022	BUY	$53.91 - $63.08 $11,752 - $13,751	218 Added 0.45%	48,334 $2.66 Million
Q2 2022 Jul 29, 2022	BUY	$55.42 - $64.55 $129,959 - $151,369	2,345 Added 5.12%	48,116 $2.88 Million
Q1 2022 May 02, 2022	SELL	$60.09 - $66.2 $31,547 - $34,755	-525 Reduced 1.13%	45,771 $2.91 Million
Q4 2021 Jan 27, 2022	BUY	$58.98 - $66.05 $51,902 - $58,124	880 Added 1.94%	46,296 $2.95 Million
Q3 2021 Oct 25, 2021	BUY	$58.84 - $62.73 $32,656 - $34,815	555 Added 1.24%	45,416 $2.7 Million
Q2 2021 Jul 21, 2021	BUY	$57.5 - $60.08 $259,957 - $271,621	4,521 Added 11.21%	44,861 $2.71 Million
Q1 2021 Apr 21, 2021	BUY	$53.02 - $57.54 $23,275 - $25,260	439 Added 1.1%	40,340 $2.38 Million
Q4 2020 Jan 21, 2021	SELL	$47.73 - $53.96 $107,535 - $121,571	-2,253 Reduced 5.34%	39,901 $2.19 Million
Q3 2020 Nov 02, 2020	BUY	$45.51 - $51.78 $354,158 - $402,951	7,782 Added 22.64%	42,154 $2.1 Million
Q2 2020 Jul 21, 2020	BUY	$37.38 - $47.13 $104,738 - $132,058	2,802 Added 8.88%	34,372 $1.61 Million
Q1 2020 Apr 21, 2020	BUY	$33.65 - $49.64 $1.06 Million - $1.57 Million	31,570 New	31,570 $1.35 Million

Others Institutions Holding DGRW

# of Institutions

684

Shares Held

133M

Call Options Held

16.5K

Put Options Held

200

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About WISDOMTREE TR US QUALITY DIVID

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Meridian Financial Partners LLC Wisdomtree Tr Us Quality Divid Transaction History