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

Perennial Investment Advisors, LLC

$761 Million
Q3 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 10,971 shares of DGRW stock, worth $926,171. This represents 0.12% of its overall portfolio holdings.

Number of Shares

10,971

Previous 10,964 0.06%

Holding current value

$926,171

Previous $855,000 6.67%

% of portfolio

0.12%

Previous 0.12%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$75.88 - $83.21 $531 - $582	7 Added 0.06%	10,971 $912,000
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

684

Shares Held

132M

Call Options Held

16.5K

Put Options Held

200

View Full List

About WISDOMTREE TR US QUALITY DIVID

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