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

Orba Wealth Advisors, L.L.C.

$198 Billion
Q1 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 107,294 shares of DGRW stock, worth $8.75 Million. This represents 4.32% of its overall portfolio holdings.

Number of Shares

107,294

Previous 93,636 14.59%

Holding current value

$8.75 Million

Previous $7.58 Billion 13.07%

% of portfolio

4.32%

Previous 3.96%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

782

Shares Held

150M

Call Options Held

4.6K

Put Options Held

200

View Full List

About WISDOMTREE TR US QUALITY DIVID

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