Panoramic Investment Advisors, LLC Wisdomtree Tr Us Quality Divid Transaction History

Panoramic Investment Advisors, LLC

$178 Billion
Q3 2025

A detailed history of Panoramic Investment Advisors, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 21,897 shares of DGRW stock, worth $1.94 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares

21,897

Previous 21,117 3.69%

Holding current value

$1.94 Million

Previous $1.77 Billion 10.16%

% of portfolio

1.1%

Previous 1.09%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$84.28 - $89.46 $65,738 - $69,778	780 Added 3.69%	21,897 $1.95 Billion
Q2 2025 Aug 07, 2025	BUY	$71.28 - $83.74 $12,545 - $14,738	176 Added 0.84%	21,117 $1.77 Billion
Q1 2025 May 06, 2025	BUY	$78.0 - $84.37 $27,066 - $29,276	347 Added 1.68%	20,941 $1.67 Billion
Q4 2024 Jan 24, 2025	BUY	$80.93 - $85.66 $147,373 - $155,986	1,821 Added 9.7%	20,594 $1.67 Billion
Q3 2024 Oct 31, 2024	BUY	$75.88 - $83.21 $62,752 - $68,814	827 Added 4.61%	18,773 $1.56 Billion

Q1 2024 Apr 18, 2024	BUY	$69.56 - $76.3 $205,828 - $225,771	2,959 Added 19.74%	17,946 $1.37 Billion
Q4 2023 Jan 23, 2024	BUY	$61.43 - $70.36 $307,150 - $351,800	5,000 Added 50.07%	14,987 $1.05 Billion
Q3 2023 Nov 15, 2023	BUY	$63.23 - $68.5 $631,478 - $684,109	9,987 New	9,987 $634 Million

Others Institutions Holding DGRW

# of Institutions

810

Shares Held

151M

Call Options Held

2.7K

Put Options Held

5.8K

View Full List

About WISDOMTREE TR US QUALITY DIVID

Ticker DGRW
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Panoramic Investment Advisors, LLC Wisdomtree Tr Us Quality Divid Transaction History