Polaris Wealth Advisory Group, LLC Wisdomtree Tr Us Quality Divid Transaction History

Polaris Wealth Advisory Group, LLC

$1.3 Billion
Q3 2023

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Jan 17, 2019	SELL	N/A	-419 Closed	0 $0
Q3 2018 Oct 19, 2018	BUY	N/A	144 Added 52.36%	419 $19,000
Q1 2018 Apr 09, 2018	BUY	N/A	275 New	275 $11,000

Others Institutions Holding DGRW

# of Institutions

806

Shares Held

149M

Call Options Held

0

Put Options Held

0

Pnc Financial Services Group, Inc. Pittsburgh, PA

15.8M
Shares

$1.39 Billion
0.86% of portfolio
Lpl Financial LLC Fort Mill, SC

12.5M
Shares

$1.1 Billion
0.37% of portfolio
Bank Of America Corp Charlotte, NC

12.4M
Shares

$1.1 Billion
0.08% of portfolio
Morgan Stanley New York, NY

8.67M
Shares

$765 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

6.94M
Shares

$612 Million
0.15% of portfolio

About WISDOMTREE TR US QUALITY DIVID

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