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

Panoramic Investment Advisors, LLC

  • $148 Billion
  • Q1 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 20,941 shares of DGRW stock, worth $1.63 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares
20,941
Previous 20,594 1.68%
Holding current value
$1.63 Million
Previous $1.67 Billion 0.34%
% of portfolio
1.13%
Previous 1.09%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
767
Shares Held
148M
Call Options Held
8.3K
Put Options Held
2.4K
View Full List

About WISDOMTREE TR US QUALITY DIVID

DGRW Quotes by TradingView
  • Ticker DGRW
  • Sector ETFs
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More about DGRW
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