Ropes Wealth Advisors LLC Wisdomtree Tr Us Quality Divid Transaction History

Ropes Wealth Advisors LLC

$512 Million
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 12, 2021	SELL	$53.02 - $57.54 $42,416 - $46,032	-800 Closed	0 $0
Q2 2019 Jul 31, 2019	BUY	N/A	800 New	800 $35,000

Others Institutions Holding DGRW

# of Institutions

746

Shares Held

147M

Call Options Held

8.1K

Put Options Held

200

Pnc Financial Services Group, Inc. Pittsburgh, PA

19.1M
Shares

$1.6 Billion
1.04% of portfolio
Lpl Financial LLC Fort Mill, SC

12M
Shares

$1.01 Billion
0.41% of portfolio
Bank Of America Corp Charlotte, NC

11.7M
Shares

$979 Million
0.08% of portfolio
Morgan Stanley New York, NY

8.61M
Shares

$722 Million
0.05% of portfolio
Hamilton Capital, LLC Columbus, OH

6.59M
Shares

$552 Million
40.56% of portfolio

About WISDOMTREE TR US QUALITY DIVID

Ticker DGRW
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