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

Palo Alto Wealth Advisors, LLC

$142 Billion
Q1 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 203,887 shares of DGRW stock, worth $16.1 Million. This represents 10.95% of its overall portfolio holdings.

Number of Shares

203,887

Previous 208,679 2.3%

Holding current value

$16.1 Million

Previous $14.7 Billion 5.92%

% of portfolio

10.95%

Previous 11.09%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$58.08 - $63.51 $11.3 Million - $12.3 Million	193,850 New	193,850 $11.7 Billion

Others Institutions Holding DGRW

# of Institutions

631

Shares Held

127M

Call Options Held

5.7K

Put Options Held

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