Sage Private Wealth Group, LLC Wisdomtree Tr Us Quality Divid Transaction History

Sage Private Wealth Group, LLC

$132 Million
Q1 2025

A detailed history of Sage Private Wealth Group, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Sage Private Wealth Group, LLC holds 241,834 shares of DGRW stock, worth $20.8 Million. This represents 14.63% of its overall portfolio holdings.

Number of Shares

241,834

Previous 243,275 0.59%

Holding current value

$20.8 Million

Previous $19.7 Million 1.91%

% of portfolio

14.63%

Previous 14.79%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$78.0 - $84.37 $112,398 - $121,577	-1,441 Reduced 0.59%	241,834 $19.3 Million
Q4 2024 Jan 29, 2025	SELL	$80.93 - $85.66 $1.03 Million - $1.09 Million	-12,754 Reduced 4.98%	243,275 $19.7 Million
Q3 2024 Jan 29, 2025	SELL	$75.88 - $83.21 $590,270 - $647,290	-7,779 Reduced 2.95%	256,029 $21.3 Million
Q2 2024 Jan 29, 2025	BUY	$72.31 - $79.02 $4.46 Million - $4.88 Million	61,726 Added 30.55%	263,808 $20.6 Million
Q1 2024 Jan 29, 2025	BUY	$69.56 - $76.3 $782,271 - $858,069	11,246 Added 5.89%	202,082 $15.4 Million
Q4 2023 Jan 29, 2025	BUY	$61.43 - $70.36 $11.7 Million - $13.4 Million	190,836 New	190,836 $13.4 Million

Others Institutions Holding DGRW

# of Institutions

791

Shares Held

150M

Call Options Held

4.6K

Put Options Held

200

View Full List

About WISDOMTREE TR US QUALITY DIVID

Ticker DGRW
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Sage Private Wealth Group, LLC Wisdomtree Tr Us Quality Divid Transaction History