Sequoia Financial Advisors, LLC Wisdomtree Tr Us Quality Divid Transaction History

Sequoia Financial Advisors, LLC

$11.5 Billion
Q4 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 132,545 shares of DGRW stock, worth $10.5 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

132,545

Previous 139,869 5.24%

Holding current value

$10.5 Million

Previous $11.6 Million 7.84%

% of portfolio

0.09%

Previous 0.13%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$80.93 - $85.66 $592,731 - $627,373	-7,324 Reduced 5.24%	132,545 $10.7 Million
Q3 2024 Oct 21, 2024	SELL	$75.88 - $83.21 $1.49 Million - $1.63 Million	-19,648 Reduced 12.32%	139,869 $11.6 Million
Q2 2024 Jul 15, 2024	SELL	$72.31 - $79.02 $801,050 - $875,383	-11,078 Reduced 6.49%	159,517 $12.5 Million
Q1 2024 Apr 30, 2024	SELL	$69.56 - $76.3 $459,096 - $503,580	-6,600 Reduced 3.72%	170,595 $13 Million
Q4 2023 Jan 25, 2024	SELL	$61.43 - $70.36 $504,770 - $578,148	-8,217 Reduced 4.43%	177,195 $12.5 Million
Q3 2023 Nov 08, 2023	SELL	$63.23 - $68.5 $81,946 - $88,776	-1,296 Reduced 0.69%	185,412 $11.8 Million
Q2 2023 Aug 08, 2023	SELL	$61.86 - $66.66 $69,654 - $75,059	-1,126 Reduced 0.6%	186,708 $12.4 Million
Q1 2023 Apr 24, 2023	SELL	$59.34 - $63.43 $234,927 - $251,119	-3,959 Reduced 2.06%	187,834 $11.7 Million
Q4 2022 Jan 17, 2023	BUY	$54.71 - $63.51 $19,695 - $22,863	360 Added 0.19%	191,793 $0
Q3 2022 Oct 26, 2022	SELL	$53.91 - $63.08 $337,422 - $394,817	-6,259 Reduced 3.17%	191,433 $10.3 Million
Q2 2022 Jul 22, 2022	SELL	$55.42 - $64.55 $506,372 - $589,793	-9,137 Reduced 4.42%	197,692 $11.3 Million
Q1 2022 May 13, 2022	SELL	$60.09 - $66.2 $440,219 - $484,981	-7,326 Reduced 3.42%	206,829 $13.2 Million
Q4 2021 Feb 11, 2022	BUY	$58.98 - $66.05 $522,798 - $585,467	8,864 Added 4.32%	214,155 $14.1 Million
Q3 2021 Oct 26, 2021	SELL	$58.84 - $62.73 $1.23 Million - $1.31 Million	-20,875 Reduced 9.23%	205,291 $12.1 Million
Q2 2021 Jul 27, 2021	SELL	$57.5 - $60.08 $312,282 - $326,294	-5,431 Reduced 2.35%	226,166 $13.5 Million
Q1 2021 May 14, 2021	SELL	$53.02 - $57.54 $740,848 - $804,006	-13,973 Reduced 5.69%	231,597 $13.2 Million
Q4 2020 Feb 12, 2021	SELL	$47.73 - $53.96 $583,499 - $659,661	-12,225 Reduced 4.74%	245,570 $13.3 Million
Q3 2020 Oct 23, 2020	SELL	$45.51 - $51.78 $71,268 - $81,087	-1,566 Reduced 0.6%	257,795 $12.8 Million
Q2 2020 Aug 25, 2020	BUY	$37.38 - $47.13 $9.69 Million - $12.2 Million	259,361 New	259,361 $11.8 Million
Q2 2020 Aug 11, 2020	SELL	$37.38 - $47.13 $9.8 Million - $12.4 Million	-262,183 Closed	0 $11.8 Million
Q1 2020 May 11, 2020	SELL	$33.65 - $49.64 $303,455 - $447,653	-9,018 Reduced 3.33%	262,183 $10.2 Million
Q4 2019 Feb 13, 2020	SELL	$43.65 - $48.63 $515,899 - $574,757	-11,819 Reduced 4.18%	271,201 $13.1 Million
Q3 2019 Oct 22, 2019	SELL	$44.66 - $45.42 $271,711 - $276,335	-6,084 Reduced 2.1%	283,020 $12.8 Million
Q2 2019 Jul 31, 2019	SELL	N/A	-9,116 Reduced 3.06%	289,104 $12.6 Million
Q1 2019 May 13, 2019	SELL	N/A	-2,666 Reduced 0.89%	298,220 $12.8 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-2,329 Reduced 0.77%	300,886 $11.5 Million
Q3 2018 Nov 14, 2018	SELL	N/A	-6,006 Reduced 1.94%	303,215 $13.4 Million
Q2 2018 Aug 14, 2018	SELL	N/A	-10,994 Reduced 3.43%	309,221 $12.7 Million
Q1 2018 May 14, 2018	SELL	N/A	-3,400 Reduced 1.05%	320,215 $12.9 Million
Q4 2017 Feb 13, 2018	BUY	N/A	875 Added 0.27%	323,615 $13.4 Million
Q3 2017 Nov 13, 2017	SELL	N/A	-24,274 Reduced 7.0%	322,740 $12.3 Million
Q2 2017 Aug 09, 2017	BUY	N/A	347,014	347,014 $12.8 Million

Others Institutions Holding DGRW

# of Institutions

757

Shares Held

148M

Call Options Held

8.3K

Put Options Held

2.4K

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About WISDOMTREE TR US QUALITY DIVID

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Sequoia Financial Advisors, LLC Wisdomtree Tr Us Quality Divid Transaction History