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

Robertson Stephens Wealth Management, LLC

  • $2.75 Billion
  • Q4 2024

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 16,429 shares of DGRW stock, worth $1.38 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
16,429
Previous 17,010 3.42%
Holding current value
$1.38 Million
Previous $1.42 Million 6.08%
% of portfolio
0.05%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
746
Shares Held
147M
Call Options Held
8.1K
Put Options Held
200
View Full List

About WISDOMTREE TR US QUALITY DIVID

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