National Wealth Management Group, LLC Wisdomtree Tr Us Quality Divid Transaction History

National Wealth Management Group, LLC

$178 Billion
Q2 2025

A detailed history of National Wealth Management Group, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, National Wealth Management Group, LLC holds 7,015 shares of DGRW stock, worth $625,667. This represents 0.33% of its overall portfolio holdings.

Number of Shares

7,015

Previous 6,742 4.05%

Holding current value

$625,667

Previous $538 Million 9.1%

% of portfolio

0.33%

Previous 0.35%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Sep 25, 2025	BUY	$71.28 - $83.74 $19,459 - $22,861	273 Added 4.05%	7,015 $587 Million
Q1 2025 May 15, 2025	BUY	$78.0 - $84.37 $31,824 - $34,422	408 Added 6.44%	6,742 $538 Million
Q4 2024 Feb 12, 2025	BUY	$80.93 - $85.66 $512,610 - $542,570	6,334 New	6,334 $513 Million
Q4 2022 Nov 17, 2023	SELL	$54.71 - $63.51 $52,357 - $60,779	-957 Reduced 20.8%	3,643 $220 Million
Q3 2022 Nov 17, 2023	BUY	$53.91 - $63.08 $247,985 - $290,168	4,600 New	4,600 $248 Million
Q2 2022 Nov 17, 2023	BUY	$55.42 - $64.55 $285,967 - $333,078	5,160 New	5,160 $296 Million
Q1 2022 Nov 17, 2023	SELL	$60.09 - $66.2 $436,553 - $480,943	-7,265 Closed	0 $0
Q4 2021 Nov 17, 2023	BUY	$58.98 - $66.05 $428,489 - $479,853	7,265 New	7,265 $478 Million

Others Institutions Holding DGRW

# of Institutions

798

Shares Held

153M

Call Options Held

Put Options Held

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 National Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on National Wealth Management Group, LLC with notifications on news.

Account

National Wealth Management Group, LLC Wisdomtree Tr Us Quality Divid Transaction History