New Edge Wealth, LLC Wisdomtree Tr Us Quality Divid Transaction History

New Edge Wealth, LLC

$5.41 Billion
Q3 2024

A detailed history of New Edge Wealth, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, New Edge Wealth, LLC holds 504,863 shares of DGRW stock, worth $42 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

504,863

Previous 498,965 1.18%

Holding current value

$42 Million

Previous $38.9 Million 7.87%

% of portfolio

0.78%

Previous 0.86%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$75.88 - $83.21 $447,540 - $490,772	5,898 Added 1.18%	504,863 $42 Million
Q2 2024 Aug 01, 2024	SELL	$72.31 - $79.02 $457,071 - $499,485	-6,321 Reduced 1.25%	498,965 $38.9 Million
Q1 2024 May 06, 2024	BUY	$69.56 - $76.3 $1.82 Million - $2 Million	26,229 Added 5.48%	505,286 $38.5 Million
Q4 2023 Jan 29, 2024	SELL	$61.43 - $70.36 $102,833 - $117,782	-1,674 Reduced 0.35%	479,057 $33.7 Million
Q3 2023 Nov 08, 2023	BUY	$63.23 - $68.5 $4.04 Million - $4.38 Million	63,941 Added 15.34%	480,731 $30.5 Million
Q2 2023 Aug 09, 2023	BUY	$61.86 - $66.66 $3.94 Million - $4.24 Million	63,635 Added 18.02%	416,790 $27.8 Million
Q1 2023 May 08, 2023	BUY	$59.34 - $63.43 $475,669 - $508,454	8,016 Added 2.32%	353,155 $22 Million
Q4 2022 Feb 14, 2023	BUY	$54.71 - $63.51 $2.39 Million - $2.77 Million	43,596 Added 14.46%	345,139 $20.8 Million
Q3 2022 Nov 14, 2022	BUY	$53.91 - $63.08 $16.3 Million - $19 Million	301,543 New	301,543 $16.3 Million

Others Institutions Holding DGRW

# of Institutions

684

Shares Held

133M

Call Options Held

16.5K

Put Options Held

200

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 New Edge Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Wealth, LLC with notifications on news.

Account

New Edge Wealth, LLC Wisdomtree Tr Us Quality Divid Transaction History