Rooted Wealth Advisors, Inc. Wisdomtree Tr Us Quality Divid Transaction History

Rooted Wealth Advisors, Inc.

  • $256 Million
  • Q4 2024

A detailed history of Rooted Wealth Advisors, Inc. transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 2,760 shares of DGRW stock, worth $218,343. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,760
Previous 2,877 4.07%
Holding current value
$218,343
Previous $237,000 5.49%
% of portfolio
0.09%
Previous 0.11%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
SELL
$80.93 - $85.66 $9,468 - $10,022
-117 Reduced 4.07%
2,760 $224,000
Q3 2024

Nov 12, 2024
SELL
$75.88 - $83.21 $13,354 - $14,644
-176 Reduced 5.76%
2,877 $237,000
Q2 2024

Jul 25, 2024
SELL
$72.31 - $79.02 $69,345 - $75,780
-959 Reduced 23.9%
3,053 $244,000
Q1 2024

Apr 17, 2024
SELL
$69.56 - $76.3 $20,033 - $21,974
-288 Reduced 6.7%
4,012 $302,000
Q4 2023

Feb 07, 2024
SELL
$61.43 - $70.36 $63,887 - $73,174
-1,040 Reduced 19.48%
4,300 $311,000
Q3 2023

Nov 21, 2023
BUY
$63.23 - $68.5 $11,950 - $12,946
189 Added 3.67%
5,340 $356,000
Q2 2023

Aug 03, 2023
SELL
$61.86 - $66.66 $1.82 Million - $1.97 Million
-29,495 Reduced 85.13%
5,151 $342,000
Q1 2023

Apr 26, 2023
BUY
$59.34 - $63.43 $94,291 - $100,790
1,589 Added 4.81%
34,646 $2.17 Million
Q4 2022

Feb 13, 2023
BUY
$54.71 - $63.51 $1.81 Million - $2.1 Million
33,057 New
33,057 $2 Million

Others Institutions Holding DGRW

# of Institutions
757
Shares Held
148M
Call Options Held
8.3K
Put Options Held
2.4K
View Full List

About WISDOMTREE TR US QUALITY DIVID

DGRW Quotes by TradingView
  • Ticker DGRW
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