Outlook Wealth Advisors, LLC Wisdomtree Tr Us Quality Divid Transaction History

Outlook Wealth Advisors, LLC

$298 Million
Q1 2025

A detailed history of Outlook Wealth Advisors, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 7,995 shares of DGRW stock, worth $681,174. This represents 0.21% of its overall portfolio holdings.

Number of Shares

7,995

Previous 8,089 1.16%

Holding current value

$681,174

Previous $654,000 3.36%

% of portfolio

0.21%

Previous 0.23%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$78.0 - $84.37 $7,332 - $7,930	-94 Reduced 1.16%	7,995 $632,000
Q4 2024 Jan 14, 2025	BUY	$80.93 - $85.66 $26,787 - $28,353	331 Added 4.27%	8,089 $654,000
Q3 2024 Oct 23, 2024	BUY	$75.88 - $83.21 $27,468 - $30,122	362 Added 4.89%	7,758 $645,000
Q1 2024 Apr 22, 2024	BUY	$69.56 - $76.3 $58,360 - $64,015	839 Added 12.8%	7,396 $563,000
Q4 2023 Jan 29, 2024	SELL	$61.43 - $70.36 $10,013 - $11,468	-163 Reduced 2.43%	6,557 $460,000
Q3 2023 Oct 10, 2023	SELL	$63.23 - $68.5 $13,341 - $14,453	-211 Reduced 3.04%	6,720 $426,000
Q2 2023 Jul 10, 2023	SELL	$61.86 - $66.66 $2,659 - $2,866	-43 Reduced 0.62%	6,931 $462,000
Q1 2023 Apr 18, 2023	SELL	$59.34 - $63.43 $6,883 - $7,357	-116 Reduced 1.64%	6,974 $434,000
Q4 2022 Feb 14, 2023	SELL	$54.71 - $63.51 $9.29 Million - $10.8 Million	-169,845 Reduced 95.99%	7,090 $427,000
Q3 2022 Oct 25, 2022	SELL	$53.91 - $63.08 $2.09 Million - $2.44 Million	-38,735 Reduced 17.96%	176,935 $9.54 Million
Q2 2022 Jul 28, 2022	SELL	$55.42 - $64.55 $806,638 - $939,525	-14,555 Reduced 6.32%	215,670 $12.4 Million
Q1 2022 May 13, 2022	BUY	$60.09 - $66.2 $6.02 Million - $6.63 Million	100,111 Added 76.94%	230,225 $14.7 Million
Q4 2021 Jan 21, 2022	BUY	$58.98 - $66.05 $6.05 Million - $6.78 Million	102,632 Added 373.45%	130,114 $8.57 Million
Q3 2021 Oct 22, 2021	BUY	$58.84 - $62.73 $161,280 - $171,942	2,741 Added 11.08%	27,482 $1.62 Million
Q2 2021 Jul 21, 2021	BUY	$57.5 - $60.08 $1.06 Million - $1.11 Million	18,512 Added 297.19%	24,741 $1.48 Million
Q1 2021 May 04, 2021	SELL	$53.02 - $57.54 $24,601 - $26,698	-464 Reduced 6.93%	6,229 $356,000
Q4 2020 Feb 04, 2021	SELL	$47.73 - $53.96 $17,755 - $20,073	-372 Reduced 5.27%	6,693 $361,000
Q3 2020 Nov 10, 2020	SELL	$45.51 - $51.78 $24,757 - $28,168	-544 Reduced 7.15%	7,065 $350,000
Q2 2020 Jul 17, 2020	BUY	$37.38 - $47.13 $6,765 - $8,530	181 Added 2.44%	7,609 $346,000
Q1 2020 Apr 16, 2020	SELL	$33.65 - $49.64 $897,916 - $1.32 Million	-26,684 Reduced 78.22%	7,428 $289,000
Q4 2019 Feb 12, 2020	SELL	$43.65 - $48.63 $47,142 - $52,520	-1,080 Reduced 3.07%	34,112 $1.65 Million
Q3 2019 Oct 17, 2019	SELL	$44.66 - $45.42 $30,234 - $30,749	-677 Reduced 1.89%	35,192 $1.59 Million
Q2 2019 Aug 15, 2019	BUY	N/A	11,968 Added 50.07%	35,869 $1.57 Million
Q1 2019 May 06, 2019	BUY	N/A	16,751 Added 234.28%	23,901 $1.03 Million
Q4 2018 Feb 13, 2019	BUY	N/A	7,150 New	7,150 $2.74 Million

Others Institutions Holding DGRW

# of Institutions

788

Shares Held

152M

Call Options Held

4.6K

Put Options Held

200

View Full List

About WISDOMTREE TR US QUALITY DIVID

Ticker DGRW
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Outlook Wealth Advisors, LLC Wisdomtree Tr Us Quality Divid Transaction History