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

Personal Cfo Solutions, LLC

$704 Million
Q3 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 55,092 shares of DGRW stock, worth $4.59 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares

55,092

Previous 43,346 27.1%

Holding current value

$4.59 Million

Previous $3.38 Million 35.5%

% of portfolio

0.65%

Previous 0.53%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$75.88 - $83.21 $891,286 - $977,384	11,746 Added 27.1%	55,092 $4.58 Million
Q2 2024 Aug 09, 2024	BUY	$72.31 - $79.02 $944,440 - $1.03 Million	13,061 Added 43.13%	43,346 $3.38 Million
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

711

Shares Held

136M

Call Options Held

16.5K

Put Options Held

200

View Full List

About WISDOMTREE TR US QUALITY DIVID

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