Schneider Downs Wealth Management Advisors, LP Wisdomtree Tr Us Quality Divid Transaction History

Schneider Downs Wealth Management Advisors, LP

$649 Million
Q2 2025

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2018 Apr 17, 2018	SELL	N/A	-11,254 Closed	0 $0
Q4 2017 Jan 22, 2018	BUY	N/A	182 Added 1.64%	11,254 $466,000
Q3 2017 Oct 11, 2017	BUY	N/A	11,072	11,072 $423,000

Others Institutions Holding DGRW

# of Institutions

806

Shares Held

154M

Call Options Held

Put Options Held

Pnc Financial Services Group, Inc. Pittsburgh, PA

19.8M
Shares

$1.76 Billion
1.08% of portfolio
Lpl Financial LLC Fort Mill, SC

12.5M
Shares

$1.11 Billion
0.37% of portfolio
Bank Of America Corp Charlotte, NC

12.4M
Shares

$1.1 Billion
0.08% of portfolio
Morgan Stanley New York, NY

8.67M
Shares

$770 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

6.94M
Shares

$616 Million
0.15% of portfolio

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About WISDOMTREE TR US QUALITY DIVID

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