Shepherd Financial Partners LLC Wisdomtree Tr Us Quality Divid Call Options Transaction History

Shepherd Financial Partners LLC

$826 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DGRW

# of Institutions

684

Shares Held

133M

Call Options Held

16.5K

Put Options Held

200

Pnc Financial Services Group, Inc. Pittsburgh, PA

18.9M
Shares

$1.54 Billion
1.01% of portfolio
Bank Of America Corp Charlotte, NC

11.7M
Shares

$958 Million
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

11.2M
Shares

$915 Million
0.43% of portfolio
Morgan Stanley New York, NY

8.38M
Shares

$684 Million
0.05% of portfolio
Hamilton Capital, LLC Columbus, OH

6.64M
Shares

$542 Million
40.18% of portfolio

About WISDOMTREE TR US QUALITY DIVID

Ticker DGRW
Sector ETFs
Industry ETFs

More about DGRW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Shepherd Financial Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shepherd Financial Partners LLC with notifications on news.