Steel Peak Wealth Management LLC Wisdomtree Tr Us Quality Divid Transaction History

Steel Peak Wealth Management LLC

$2.25 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 23, 2024	BUY	$61.43 - $70.36 $501,145 - $573,996	8,158 New	8,158 $573,000

Others Institutions Holding DGRW

# of Institutions

684

Shares Held

132M

Call Options Held

16.5K

Put Options Held

200

Pnc Financial Services Group, Inc. Pittsburgh, PA

18.9M
Shares

$1.59 Billion
1.01% of portfolio
Bank Of America Corp Charlotte, NC

11.7M
Shares

$990 Million
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

11.2M
Shares

$946 Million
0.43% of portfolio
Morgan Stanley New York, NY

8.38M
Shares

$708 Million
0.05% of portfolio
Hamilton Capital, LLC Columbus, OH

6.64M
Shares

$560 Million
40.18% of portfolio

About WISDOMTREE TR US QUALITY DIVID

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