Pensionmark Financial Group, LLC Wisdomtree Tr Us Quality Divid Transaction History

Pensionmark Financial Group, LLC

  • $3.72 Billion
  • Q1 2025

A detailed history of Pensionmark Financial Group, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 134,993 shares of DGRW stock, worth $10.8 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
134,993
Previous 740,867 81.78%
Holding current value
$10.8 Million
Previous $60 Million 82.02%
% of portfolio
0.29%
Previous 1.7%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
SELL
$78.0 - $84.37 $47.3 Million - $51.1 Million
-605,874 Reduced 81.78%
134,993 $10.8 Million
Q4 2024

Feb 12, 2025
BUY
$80.93 - $85.66 $1.19 Million - $1.26 Million
14,754 Added 2.03%
740,867 $60 Million
Q3 2024

Nov 14, 2024
BUY
$75.88 - $83.21 $55.1 Million - $60.4 Million
726,113 New
726,113 $60.4 Million

Others Institutions Holding DGRW

# of Institutions
779
Shares Held
150M
Call Options Held
4.6K
Put Options Held
200
View Full List

About WISDOMTREE TR US QUALITY DIVID

DGRW Quotes by TradingView
  • Ticker DGRW
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