Patriot Financial Group Insurance Agency, LLC Wisdomtree Tr Us Quality Divid Transaction History

Patriot Financial Group Insurance Agency, LLC

  • $720 Million
  • Q3 2024

A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 13,314 shares of DGRW stock, worth $1.1 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
13,314
Previous 11,302 17.8%
Holding current value
$1.1 Million
Previous $882,000 25.51%
% of portfolio
0.15%
Previous 0.13%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$75.88 - $83.21 $152,670 - $167,418
2,012 Added 17.8%
13,314 $1.11 Million
Q2 2024

Jul 26, 2024
SELL
$72.31 - $79.02 $14,968 - $16,357
-207 Reduced 1.8%
11,302 $882,000
Q1 2024

Apr 30, 2024
BUY
$69.56 - $76.3 $834 - $915
12 Added 0.1%
11,509 $876,000
Q4 2023

Jan 19, 2024
BUY
$61.43 - $70.36 $103,570 - $118,626
1,686 Added 17.18%
11,497 $808,000
Q3 2023

Oct 19, 2023
SELL
$63.23 - $68.5 $24,280 - $26,304
-384 Reduced 3.77%
9,811 $622,000
Q2 2023

Jul 17, 2023
BUY
$61.86 - $66.66 $38,167 - $41,129
617 Added 6.44%
10,195 $679,000
Q1 2023

Apr 20, 2023
BUY
$59.34 - $63.43 $66,223 - $70,787
1,116 Added 13.19%
9,578 $597,000
Q4 2022

Jan 17, 2023
BUY
$54.71 - $63.51 $86,770 - $100,726
1,586 Added 23.07%
8,462 $0
Q3 2022

Oct 31, 2022
SELL
$53.91 - $63.08 $2,587 - $3,027
-48 Reduced 0.69%
6,876 $371,000
Q2 2022

Jul 29, 2022
BUY
$55.42 - $64.55 $53,369 - $62,161
963 Added 16.16%
6,924 $397,000
Q1 2022

May 11, 2022
BUY
$60.09 - $66.2 $30,165 - $33,232
502 Added 9.2%
5,961 $380,000
Q4 2021

Jan 10, 2022
BUY
$58.98 - $66.05 $8,964 - $10,039
152 Added 2.86%
5,459 $360,000
Q3 2021

Nov 24, 2021
BUY
$58.84 - $62.73 $62,899 - $67,058
1,069 Added 25.22%
5,307 $312,000
Q2 2021

Jul 30, 2021
SELL
$57.5 - $60.08 $78,430 - $81,949
-1,364 Reduced 24.35%
4,238 $253,000
Q1 2021

Apr 29, 2021
SELL
$53.02 - $57.54 $272,098 - $295,295
-5,132 Reduced 47.81%
5,602 $320,000
Q4 2020

Jan 15, 2021
SELL
$47.73 - $53.96 $55,557 - $62,809
-1,164 Reduced 9.78%
10,734 $580,000
Q3 2020

Oct 21, 2020
BUY
$45.51 - $51.78 $38,956 - $44,323
856 Added 7.75%
11,898 $590,000
Q2 2020

Jul 10, 2020
BUY
$37.38 - $47.13 $19,587 - $24,696
524 Added 4.98%
11,042 $502,000
Q1 2020

Apr 15, 2020
BUY
$33.65 - $49.64 $319,271 - $470,984
9,488 Added 921.17%
10,518 $409,000
Q4 2019

Jan 22, 2020
BUY
$43.65 - $48.63 $25,578 - $28,497
586 Added 131.98%
1,030 $50,000
Q3 2019

Oct 25, 2019
BUY
$44.66 - $45.42 $19,829 - $20,166
444 New
444 $20,000
Q4 2018

Feb 04, 2019
SELL
N/A
-635 Closed
0 $0
Q2 2018

Aug 14, 2018
SELL
N/A
-3,993 Reduced 86.28%
635 $26,000
Q1 2018

May 14, 2018
BUY
N/A
1,374 Added 42.22%
4,628 $182,000
Q4 2017

Feb 14, 2018
BUY
N/A
1,209 Added 59.12%
3,254 $137,000
Q3 2017

Oct 26, 2017
BUY
N/A
700 Added 52.04%
2,045 $79,000
Q2 2017

Aug 08, 2017
BUY
N/A
1,345
1,345 $50,000

Others Institutions Holding DGRW

# of Institutions
684
Shares Held
133M
Call Options Held
16.5K
Put Options Held
200
View Full List

About WISDOMTREE TR US QUALITY DIVID

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