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 7,396 shares of DGRW stock, worth $583,100. This represents 0.2% of its overall portfolio holdings.

Number of Shares
7,396
Previous 6,557 12.8%
Holding current value
$583,100
Previous $460,000 22.39%
% of portfolio
0.2%
Previous 0.19%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$58.08 - $63.51 $9.86 Million - $10.8 Million
-169,845 Reduced 95.99%
7,090 $427,000
Q3 2022

Oct 25, 2022

SELL
N/A
-38,735 Reduced 17.96%
176,935 $9.54 Million
Q2 2022

Jul 28, 2022

SELL
N/A
-14,555 Reduced 6.32%
215,670 $12.4 Million
Q1 2022

May 13, 2022

BUY
N/A
100,111 Added 76.94%
230,225 $14.7 Million
Q4 2021

Jan 21, 2022

BUY
N/A
102,632 Added 373.45%
130,114 $8.57 Million
Q3 2021

Oct 22, 2021

BUY
N/A
2,741 Added 11.08%
27,482 $1.62 Million
Q2 2021

Jul 21, 2021

BUY
N/A
18,512 Added 297.19%
24,741 $1.48 Million
Q1 2021

May 04, 2021

SELL
N/A
-464 Reduced 6.93%
6,229 $356,000
Q4 2020

Feb 04, 2021

SELL
N/A
-372 Reduced 5.27%
6,693 $361,000
Q3 2020

Nov 10, 2020

SELL
N/A
-544 Reduced 7.15%
7,065 $350,000
Q2 2020

Jul 17, 2020

BUY
N/A
181 Added 2.44%
7,609 $346,000
Q1 2020

Apr 16, 2020

SELL
N/A
-26,684 Reduced 78.22%
7,428 $289,000
Q4 2019

Feb 12, 2020

SELL
N/A
-1,080 Reduced 3.07%
34,112 $1.65 Million
Q3 2019

Oct 17, 2019

SELL
N/A
-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

About WISDOMTREE TR US QUALITY DIVID


  • Ticker DGRW
  • Sector ETFs
  • Industry ETFs
More about DGRW
Track This Portfolio

Track Outlook Wealth Advisors, LLC Portfolio

Follow Outlook Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Outlook Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Outlook Wealth Advisors, LLC with notifications on news.