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

Sequoia Financial Advisors, LLC

  • $8.93 Billion
  • Q3 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 139,869 shares of DGRW stock, worth $11.4 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
139,869
Previous 159,517 12.32%
Holding current value
$11.4 Million
Previous $12.5 Million 6.52%
% of portfolio
0.13%
Previous 0.15%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
684
Shares Held
133M
Call Options Held
16.5K
Put Options Held
200
View Full List

About WISDOMTREE TR US QUALITY DIVID

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