Shepherd Financial Partners LLC Wisdomtree Tr Us Quality Divid Transaction History

Shepherd Financial Partners LLC

$761 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 16, 2021	SELL	N/A	-6,452 Closed	0 $0
Q2 2020 Aug 05, 2020	SELL	N/A	-415 Reduced 6.04%	6,452 $294,000
Q2 2018 Aug 02, 2018	BUY	N/A	6,867 New	6,867 $282,000

Others Institutions Holding DGRW

# of Institutions

624

Shares Held

126M

Call Options Held

5.7K

Put Options Held

0

Pnc Financial Services Group, Inc. Pittsburgh, PA

18.2M
Shares

$1.43 Billion
0.97% of portfolio
Bank Of America Corp Charlotte, NC

11.2M
Shares

$882 Million
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

9.62M
Shares

$755 Million
0.4% of portfolio
Morgan Stanley New York, NY

7.65M
Shares

$601 Million
0.05% of portfolio
Hamilton Capital, LLC Columbus, OH

7.17M
Shares

$563 Million
40.37% of portfolio

About WISDOMTREE TR US QUALITY DIVID

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