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

Perennial Investment Advisors, LLC

  • $698 Million
  • Q2 2024

A detailed history of Perennial Investment Advisors, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 10,964 shares of DGRW stock, worth $909,354. This represents 0.12% of its overall portfolio holdings.

Number of Shares
10,964
Previous 11,143 1.61%
Holding current value
$909,354
Previous $848,000 0.83%
% of portfolio
0.12%
Previous 0.13%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
SELL
$72.31 - $79.02 $12,943 - $14,144
-179 Reduced 1.61%
10,964 $855,000
Q1 2024

May 14, 2024
SELL
$69.56 - $76.3 $11,616 - $12,742
-167 Reduced 1.48%
11,143 $848,000
Q4 2023

Feb 14, 2024
BUY
$61.43 - $70.36 $7,617 - $8,724
124 Added 1.11%
11,310 $794,000
Q3 2023

Nov 14, 2023
SELL
$63.23 - $68.5 $16,945 - $18,358
-268 Reduced 2.34%
11,186 $710,000
Q2 2023

Aug 14, 2023
SELL
$61.86 - $66.66 $8,165 - $8,799
-132 Reduced 1.14%
11,454 $763,000
Q1 2023

May 11, 2023
BUY
$59.34 - $63.43 $687,513 - $734,899
11,586 New
11,586 $722,000

Others Institutions Holding DGRW

# of Institutions
656
Shares Held
129M
Call Options Held
6.1K
Put Options Held
0
View Full List

About WISDOMTREE TR US QUALITY DIVID

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  • Ticker DGRW
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