Robertson Stephens Wealth Management, LLC Wisdomtree Tr Us Quality Divid Transaction History

Robertson Stephens Wealth Management, LLC

$3.07 Billion
Q2 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 15,800 shares of DGRW stock, worth $1.41 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

15,800

Previous 15,664 0.87%

Holding current value

$1.41 Million

Previous $1.24 Million 6.78%

% of portfolio

0.04%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	BUY	$71.28 - $83.74 $9,694 - $11,388	136 Added 0.87%	15,800 $1.32 Million
Q1 2025 Apr 17, 2025	SELL	$78.0 - $84.37 $59,670 - $64,543	-765 Reduced 4.66%	15,664 $1.24 Million
Q4 2024 Jan 27, 2025	SELL	$80.93 - $85.66 $47,020 - $49,768	-581 Reduced 3.42%	16,429 $1.33 Million
Q3 2024 Nov 12, 2024	BUY	$75.88 - $83.21 $96,443 - $105,759	1,271 Added 8.08%	17,010 $1.42 Million
Q2 2024 Aug 13, 2024	SELL	$72.31 - $79.02 $1,663 - $1,817	-23 Reduced 0.15%	15,739 $1.23 Million
Q1 2024 May 15, 2024	BUY	$69.56 - $76.3 $1.1 Million - $1.2 Million	15,762 New	15,762 $1.2 Million

Others Institutions Holding DGRW

# of Institutions

798

Shares Held

153M

Call Options Held

Put Options Held

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About WISDOMTREE TR US QUALITY DIVID

Ticker DGRW
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Robertson Stephens Wealth Management, LLC Wisdomtree Tr Us Quality Divid Transaction History