Sage Private Wealth Group, LLC Wisdomtree Tr Us Quality Divid Transaction History
Sage Private Wealth Group, LLC
- $162 Million
- Q3 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 218,800 shares of DGRW stock, worth $19.5 Million. This represents 11.98% of its overall portfolio holdings.
Number of Shares
218,800
Previous 426,417
48.69%
Holding current value
$19.5 Million
Previous $35.7 Million
45.49%
% of portfolio
11.98%
Previous 22.89%
Shares
8 transactions
Others Institutions Holding DGRW
# of Institutions
797Shares Held
153MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA19.8MShares$1.76 Billion1.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.5MShares$1.11 Billion0.37% of portfolio
-
Bank Of America Corp Charlotte, NC12.4MShares$1.11 Billion0.08% of portfolio
-
Morgan Stanley New York, NY8.67MShares$774 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.94MShares$619 Million0.15% of portfolio