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

Schneider Downs Wealth Management Advisors, LP

$478 Million
Q3 2024

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

685

Shares Held

133M

Call Options Held

16.5K

Put Options Held

200

Pnc Financial Services Group, Inc. Pittsburgh, PA

18.9M
Shares

$1.61 Billion
1.01% of portfolio
Bank Of America Corp Charlotte, NC

11.7M
Shares

$998 Million
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

11.2M
Shares

$953 Million
0.43% of portfolio
Morgan Stanley New York, NY

8.38M
Shares

$713 Million
0.05% of portfolio
Hamilton Capital, LLC Columbus, OH

6.64M
Shares

$565 Million
40.18% of portfolio

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About WISDOMTREE TR US QUALITY DIVID

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