Sheets Smith Wealth Management Wisdomtree Tr Us Quality Divid Transaction History

Sheets Smith Wealth Management

$807 Million
Q3 2024

A detailed history of Sheets Smith Wealth Management transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Sheets Smith Wealth Management holds 22,792 shares of DGRW stock, worth $1.87 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

22,792

Previous 23,415 2.66%

Holding current value

$1.87 Million

Previous $1.83 Million 3.78%

% of portfolio

0.23%

Previous 0.22%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	SELL	$75.88 - $83.21 $47,273 - $51,839	-623 Reduced 2.66%	22,792 $1.9 Million
Q2 2024 Jul 30, 2024	SELL	$72.31 - $79.02 $4,989 - $5,452	-69 Reduced 0.29%	23,415 $1.83 Million
Q1 2024 May 08, 2024	BUY	$69.56 - $76.3 $34,780 - $38,150	500 Added 2.18%	23,484 $1.79 Million
Q4 2023 Feb 06, 2024	SELL	$61.43 - $70.36 $9,583 - $10,976	-156 Reduced 0.67%	22,984 $1.62 Million
Q3 2023 Oct 23, 2023	SELL	$63.23 - $68.5 $203,157 - $220,090	-3,213 Reduced 12.19%	23,140 $1.47 Million
Q2 2023 Aug 09, 2023	SELL	$61.86 - $66.66 $8,165 - $8,799	-132 Reduced 0.5%	26,353 $1.76 Million
Q1 2023 May 26, 2023	BUY	$59.34 - $63.43 $1.57 Million - $1.68 Million	26,423 Added 42617.74%	26,485 $1.65 Million
Q1 2023 May 12, 2023	SELL	$59.34 - $63.43 $1.65 Million - $1.77 Million	-27,845 Reduced 99.78%	62 $3,000
Q4 2022 Mar 08, 2023	SELL	$54.71 - $63.51 $1.13 Million - $1.31 Million	-20,614 Reduced 42.48%	27,907 $1.68 Million
Q3 2022 Nov 01, 2022	SELL	$53.91 - $63.08 $17,574 - $20,564	-326 Reduced 0.67%	48,521 $2.62 Million
Q2 2022 Jul 27, 2022	SELL	$55.42 - $64.55 $26,934 - $31,371	-486 Reduced 0.99%	48,847 $2.8 Million
Q1 2022 May 02, 2022	SELL	$60.09 - $66.2 $109,964 - $121,146	-1,830 Reduced 3.58%	49,333 $3.14 Million
Q4 2021 Jan 20, 2022	SELL	$58.98 - $66.05 $127,927 - $143,262	-2,169 Reduced 4.07%	51,163 $3.37 Million
Q3 2021 Oct 15, 2021	SELL	$58.84 - $62.73 $17,593 - $18,756	-299 Reduced 0.56%	53,332 $3.14 Million
Q2 2021 Aug 03, 2021	SELL	$57.5 - $60.08 $194,407 - $203,130	-3,381 Reduced 5.93%	53,631 $3.2 Million
Q1 2021 Apr 23, 2021	BUY	$53.02 - $57.54 $53 - $57	1 Added 0.0%	57,012 $3.26 Million
Q4 2020 Jan 13, 2021	SELL	$47.73 - $53.96 $83,861 - $94,807	-1,757 Reduced 2.99%	57,011 $3.08 Million
Q3 2020 Oct 26, 2020	BUY	$45.51 - $51.78 $45 - $51	1 Added 0.0%	58,768 $2.91 Million
Q2 2020 Jul 17, 2020	BUY	$37.38 - $47.13 $37 - $47	1 Added 0.0%	58,767 $2.67 Million
Q1 2020 Apr 28, 2020	BUY	$33.65 - $49.64 $1.98 Million - $2.92 Million	58,766 New	58,766 $2.29 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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Sheets Smith Wealth Management Wisdomtree Tr Us Quality Divid Transaction History