A detailed history of Private Wealth Strategies, L.L.C. transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Private Wealth Strategies, L.L.C. holds 722,050 shares of DGRW stock, worth $59 Million. This represents 11.49% of its overall portfolio holdings.

Number of Shares
722,050
Previous 709,072 1.83%
Holding current value
$59 Million
Previous $54 Million 4.32%
% of portfolio
11.49%
Previous 11.32%

Shares

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

Aug 01, 2024

BUY
$72.31 - $79.02 $938,439 - $1.03 Million
12,978 Added 1.83%
722,050 $56.4 Million
Q1 2024

May 14, 2024

BUY
$69.56 - $76.3 $394,683 - $432,926
5,674 Added 0.81%
709,072 $54 Million
Q4 2023

Feb 12, 2024

BUY
$61.43 - $70.36 $446,841 - $511,798
7,274 Added 1.04%
703,398 $49.4 Million
Q3 2023

Oct 10, 2023

BUY
$63.23 - $68.5 $282,701 - $306,263
4,471 Added 0.65%
696,124 $44.2 Million
Q2 2023

Aug 07, 2023

BUY
$61.86 - $66.66 $587,670 - $633,270
9,500 Added 1.39%
691,653 $46.1 Million
Q1 2023

May 08, 2023

SELL
$59.34 - $63.43 $600,639 - $642,038
-10,122 Reduced 1.46%
682,153 $42.5 Million
Q4 2022

Feb 13, 2023

BUY
$54.71 - $63.51 $868,247 - $1.01 Million
15,870 Added 2.35%
692,275 $41.8 Million
Q3 2022

Oct 18, 2022

SELL
$53.91 - $63.08 $44,745 - $52,356
-830 Reduced 0.12%
676,405 $36.5 Million
Q2 2022

Jul 26, 2022

SELL
$55.42 - $64.55 $1.02 Million - $1.19 Million
-18,393 Reduced 2.64%
677,235 $38.8 Million
Q1 2022

Apr 29, 2022

SELL
$60.09 - $66.2 $1.55 Million - $1.71 Million
-25,865 Reduced 3.58%
695,628 $44.3 Million
Q4 2021

Jan 24, 2022

BUY
$58.98 - $66.05 $1.73 Million - $1.94 Million
29,321 Added 4.24%
721,493 $47.5 Million
Q3 2021

Nov 02, 2021

BUY
$58.84 - $62.73 $1.94 Million - $2.07 Million
32,946 Added 5.0%
692,172 $40.7 Million
Q2 2021

Aug 02, 2021

BUY
$57.5 - $60.08 $1.81 Million - $1.89 Million
31,435 Added 5.01%
659,226 $39.3 Million
Q1 2021

Apr 13, 2021

BUY
$53.02 - $57.54 $20.5 Million - $22.2 Million
385,832 Added 159.46%
627,791 $35.9 Million
Q4 2020

Jan 15, 2021

BUY
$47.73 - $53.96 $1.53 Million - $1.73 Million
32,066 Added 15.28%
241,959 $13.1 Million
Q3 2020

Oct 13, 2020

BUY
$45.51 - $51.78 $1.4 Million - $1.59 Million
30,798 Added 17.2%
209,893 $10.4 Million
Q2 2020

Jul 14, 2020

BUY
$37.38 - $47.13 $6.69 Million - $8.44 Million
179,095 New
179,095 $8.15 Million

Others Institutions Holding DGRW

About WISDOMTREE TR US QUALITY DIVID


  • Ticker DGRW
  • Sector ETFs
  • Industry ETFs
More about DGRW
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