Personal Cfo Solutions, LLC Wisdomtree Tr Us Quality Divid Transaction History

Personal Cfo Solutions, LLC

  • $600 Million
  • Q1 2024

A detailed history of Personal Cfo Solutions, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 30,285 shares of DGRW stock, worth $2.38 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
30,285
Previous 24,785 22.19%
Holding current value
$2.38 Million
Previous $1.74 Million 32.51%
% of portfolio
0.38%
Previous 0.31%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$69.56 - $76.3 $382,580 - $419,650
5,500 Added 22.19%
30,285 $2.31 Million
Q4 2023

Feb 13, 2024
BUY
$61.43 - $70.36 $127,282 - $145,785
2,072 Added 9.12%
24,785 $1.74 Million
Q3 2023

Nov 13, 2023
BUY
$63.23 - $68.5 $347,575 - $376,544
5,497 Added 31.93%
22,713 $1.44 Million
Q2 2023

Aug 10, 2023
BUY
$61.86 - $66.66 $1.06 Million - $1.15 Million
17,216 New
17,216 $1.15 Million

Others Institutions Holding DGRW

# of Institutions
624
Shares Held
126M
Call Options Held
5.7K
Put Options Held
0
View Full List

About WISDOMTREE TR US QUALITY DIVID

DGRW Quotes by TradingView
  • Ticker DGRW
  • Sector ETFs
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More about DGRW
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