Modern Wealth Management, LLC Wisdomtree Tr Us Quality Divid Transaction History

Modern Wealth Management, LLC

$3.78 Billion
Q2 2025

A detailed history of Modern Wealth Management, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Modern Wealth Management, LLC holds 295,679 shares of DGRW stock, worth $26.4 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

295,679

Previous 259,109 14.11%

Holding current value

$26.4 Million

Previous $20.7 Million 19.66%

% of portfolio

0.66%

Previous 0.68%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$71.28 - $83.74 $2.61 Million - $3.06 Million	36,570 Added 14.11%	295,679 $24.8 Million
Q1 2025 May 30, 2025	BUY	$78.0 - $84.37 $343,980 - $372,071	4,410 Added 1.73%	259,109 $20.7 Million
Q1 2025 May 15, 2025	BUY	$78.0 - $84.37 $145,548 - $157,434	1,866 Added 0.74%	254,699 $20.3 Billion
Q4 2024 May 30, 2025	SELL	$80.93 - $85.66 $149,234 - $157,957	-1,844 Reduced 0.72%	252,855 $20.5 Million
Q4 2024 May 29, 2025	SELL	$80.93 - $85.66 $216,568 - $229,226	-2,676 Reduced 1.05%	252,023 $20.4 Million
Q4 2024 Feb 11, 2025	BUY	$80.93 - $85.66 $20.5 Million - $21.7 Million	252,833 New	252,833 $21.1 Billion

Others Institutions Holding DGRW

# of Institutions

800

Shares Held

153M

Call Options Held

Put Options Held

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About WISDOMTREE TR US QUALITY DIVID

Ticker DGRW
Sector ETFs
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Modern Wealth Management, LLC Wisdomtree Tr Us Quality Divid Transaction History