Orba Wealth Advisors, L.L.C. Wisdomtree Tr Us Quality Divid Transaction History

Orba Wealth Advisors, L.L.C.

$110 Billion
Q2 2025

A detailed history of Orba Wealth Advisors, L.L.C. transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Orba Wealth Advisors, L.L.C. holds 49,239 shares of DGRW stock, worth $4.4 Million. This represents 3.75% of its overall portfolio holdings.

Number of Shares

49,239

Previous 107,294 54.11%

Holding current value

$4.4 Million

Previous $8.57 Billion 51.88%

% of portfolio

3.75%

Previous 4.32%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	SELL	$71.28 - $83.74 $4.14 Million - $4.86 Million	-58,055 Reduced 54.11%	49,239 $4.12 Billion
Q1 2025 Apr 17, 2025	BUY	$78.0 - $84.37 $1.07 Million - $1.15 Million	13,658 Added 14.59%	107,294 $8.57 Billion
Q4 2024 Feb 04, 2025	SELL	$80.93 - $85.66 $345,975 - $366,196	-4,275 Reduced 4.37%	93,636 $7.58 Billion
Q3 2024 Oct 09, 2024	BUY	$75.88 - $83.21 $158,513 - $173,825	2,089 Added 2.18%	97,911 $8.15 Billion
Q2 2024 Jul 16, 2024	BUY	$72.31 - $79.02 $361,043 - $394,546	4,993 Added 5.5%	95,822 $7.48 Billion
Q1 2024 Apr 30, 2024	BUY	$69.56 - $76.3 $154,492 - $169,462	2,221 Added 2.51%	90,829 $6.92 Billion
Q4 2023 Feb 12, 2024	BUY	$61.43 - $70.36 $5.44 Million - $6.23 Million	88,608 New	88,608 $6.23 Billion

Others Institutions Holding DGRW

# of Institutions

796

Shares Held

153M

Call Options Held

Put Options Held

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About WISDOMTREE TR US QUALITY DIVID

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Orba Wealth Advisors, L.L.C. Wisdomtree Tr Us Quality Divid Transaction History