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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025

SELL
$84.28 - $89.46 $17.5 Million - $18.6 Million
-207,617 Reduced 48.69%
218,800 $19.5 Million
Q2 2025

Jul 29, 2025

BUY
$71.28 - $83.74 $13.2 Million - $15.5 Million
184,583 Added 76.33%
426,417 $35.7 Million
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

About WISDOMTREE TR US QUALITY DIVID


  • Ticker DGRW
  • Sector ETFs
  • Industry ETFs
More about DGRW
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