Pathstone Family Office, LLC Wisdomtree Tr Us Quality Divid Transaction History

Pathstone Family Office, LLC

$15.6 Billion
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 14, 2021	SELL	$53.02 - $57.54 $54,080 - $58,690	-1,020 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$47.73 - $53.96 $48,684 - $55,039	1,020 New	1,020 $55,000

Others Institutions Holding DGRW

# of Institutions

684

Shares Held

133M

Call Options Held

16.5K

Put Options Held

200

Pnc Financial Services Group, Inc. Pittsburgh, PA

18.9M
Shares

$1.57 Billion
1.01% of portfolio
Bank Of America Corp Charlotte, NC

11.7M
Shares

$976 Million
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

11.2M
Shares

$932 Million
0.43% of portfolio
Morgan Stanley New York, NY

8.38M
Shares

$697 Million
0.05% of portfolio
Hamilton Capital, LLC Columbus, OH

6.64M
Shares

$552 Million
40.18% of portfolio

About WISDOMTREE TR US QUALITY DIVID

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