Palo Alto Wealth Advisors, LLC Wisdomtree Tr Us Quality Divid Transaction History

Palo Alto Wealth Advisors, LLC

  • $242 Billion
  • Q3 2024

A detailed history of Palo Alto Wealth Advisors, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Palo Alto Wealth Advisors, LLC holds 205,871 shares of DGRW stock, worth $16.8 Million. This represents 7.17% of its overall portfolio holdings.

Number of Shares
205,871
Previous 205,530 0.17%
Holding current value
$16.8 Million
Previous $16 Billion 8.03%
% of portfolio
7.17%
Previous 11.09%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
BUY
$75.88 - $83.21 $25,875 - $28,374
341 Added 0.17%
205,871 $17.3 Billion
Q2 2024

Aug 13, 2024
BUY
$72.31 - $79.02 $118,805 - $129,829
1,643 Added 0.81%
205,530 $16 Billion
Q1 2024

Apr 30, 2024
SELL
$69.56 - $76.3 $333,331 - $365,629
-4,792 Reduced 2.3%
203,887 $15.5 Billion
Q4 2023

Feb 05, 2024
SELL
$61.43 - $70.36 $115,672 - $132,487
-1,883 Reduced 0.89%
208,679 $14.7 Billion
Q3 2023

Oct 30, 2023
BUY
$63.23 - $68.5 $261,013 - $282,768
4,128 Added 2.0%
210,562 $13.4 Billion
Q2 2023

Aug 07, 2023
BUY
$61.86 - $66.66 $477,373 - $514,415
7,717 Added 3.88%
206,434 $13.8 Billion
Q1 2023

Apr 18, 2023
BUY
$59.34 - $63.43 $288,807 - $308,713
4,867 Added 2.51%
198,717 $12.4 Billion
Q4 2022

Feb 07, 2023
BUY
$54.71 - $63.51 $10.6 Million - $12.3 Million
193,850 New
193,850 $11.7 Billion

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

DGRW Quotes by TradingView
  • Ticker DGRW
  • Sector ETFs
  • Industry ETFs
More about DGRW
Track This Portfolio

Track Palo Alto Wealth Advisors, LLC Portfolio

Follow Palo Alto 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 Palo Alto Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Palo Alto Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email