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

Palo Alto Wealth Advisors, LLC

$285 Billion
Q4 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 214,866 shares of DGRW stock, worth $18.1 Million. This represents 6.1% of its overall portfolio holdings.

Number of Shares

214,866

Previous 205,871 4.37%

Holding current value

$18.1 Million

Previous $17.3 Billion 0.39%

% of portfolio

6.1%

Previous 7.17%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$80.93 - $85.66 $727,965 - $770,511	8,995 Added 4.37%	214,866 $17.4 Billion
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

753

Shares Held

148M

Call Options Held

8.3K

Put Options Held

2.4K

View Full List

About WISDOMTREE TR US QUALITY DIVID

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