Sage View Advisory Group, LLC Wisdomtree Tr Us Quality Divid Transaction History

Sage View Advisory Group, LLC

$2.35 Trillion
Q1 2025

A detailed history of Sage View Advisory Group, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 8,762 shares of DGRW stock, worth $755,284. This represents 0.03% of its overall portfolio holdings.

Number of Shares

8,762

Previous 10,138 13.57%

Holding current value

$755,284

Previous $820 Million 14.71%

% of portfolio

0.03%

Previous 0.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 19, 2025	SELL	$78.0 - $84.37 $107,328 - $116,093	-1,376 Reduced 13.57%	8,762 $700 Million
Q4 2024 Feb 13, 2025	BUY	$80.93 - $85.66 $314,493 - $332,874	3,886 Added 62.16%	10,138 $820 Million
Q3 2024 Nov 14, 2024	SELL	$75.88 - $83.21 $196,605 - $215,597	-2,591 Reduced 29.3%	6,252 $520 Million
Q2 2024 Aug 14, 2024	BUY	$72.31 - $79.02 $639,437 - $698,773	8,843 New	8,843 $690 Million
Q4 2023 Feb 09, 2024	BUY	$61.43 - $70.36 $4.38 Million - $5.01 Million	71,248 Added 304.71%	94,630 $6.82 Billion
Q3 2023 Nov 02, 2023	SELL	$63.23 - $68.5 $422,629 - $457,854	-6,684 Reduced 22.23%	23,382 $1.48 Billion
Q2 2023 Aug 11, 2023	BUY	$61.86 - $66.66 $708,173 - $763,123	11,448 Added 61.49%	30,066 $2 Billion
Q1 2023 May 01, 2023	BUY	$59.34 - $63.43 $17,030 - $18,204	287 Added 1.57%	18,618 $1.16 Billion
Q4 2022 Feb 14, 2023	BUY	$54.71 - $63.51 $1 Million - $1.16 Million	18,331 New	18,331 $1.11 Billion

Others Institutions Holding DGRW

# of Institutions

792

Shares Held

150M

Call Options Held

4.6K

Put Options Held

200

View Full List

About WISDOMTREE TR US QUALITY DIVID

Ticker DGRW
Sector ETFs
Industry ETFs

More about DGRW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sage View Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage View Advisory Group, LLC with notifications on news.

Account

Sage View Advisory Group, LLC Wisdomtree Tr Us Quality Divid Transaction History