Steward Partners Investment Advisory, LLC Wisdomtree Tr Us Quality Divid Transaction History

Steward Partners Investment Advisory, LLC

  • $12.3 Billion
  • Q2 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 1,045,384 shares of DGRW stock, worth $90.2 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
1,045,384
Previous 1,096,998 4.71%
Holding current value
$90.2 Million
Previous $87.6 Million 0.08%
% of portfolio
0.71%
Previous 0.8%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
SELL
$71.28 - $83.74 $3.68 Million - $4.32 Million
-51,614 Reduced 4.71%
1,045,384 $87.5 Million
Q1 2025

May 13, 2025
BUY
$78.0 - $84.37 $2.5 Million - $2.7 Million
32,013 Added 3.01%
1,096,998 $87.6 Million
Q4 2024

Feb 06, 2025
BUY
$80.93 - $85.66 $1.44 Million - $1.53 Million
17,826 Added 1.7%
1,064,985 $86.2 Million
Q3 2024

Nov 14, 2024
SELL
$75.88 - $83.21 $197,136 - $216,179
-2,598 Reduced 0.25%
1,047,159 $87.1 Million
Q2 2024

Aug 08, 2024
BUY
$72.31 - $79.02 $9.28 Million - $10.1 Million
128,329 Added 13.93%
1,049,757 $81.9 Million
Q1 2024

May 15, 2024
BUY
$69.56 - $76.3 $60.2 Million - $66 Million
865,239 Added 1539.87%
921,428 $70.2 Million
Q4 2023

Feb 12, 2024
BUY
$61.43 - $70.36 $1.43 Million - $1.63 Million
23,235 Added 70.51%
56,189 $3.95 Million
Q3 2023

Nov 13, 2023
BUY
$63.23 - $68.5 $374,511 - $405,725
5,923 Added 21.91%
32,954 $2.09 Million
Q2 2023

Aug 14, 2023
BUY
$61.86 - $66.66 $430,483 - $463,886
6,959 Added 34.67%
27,031 $1.8 Million
Q1 2023

May 15, 2023
BUY
$59.34 - $63.43 $380,547 - $406,776
6,413 Added 46.95%
20,072 $1.25 Million
Q4 2022

Feb 15, 2023
BUY
$54.71 - $63.51 $35,561 - $41,281
650 Added 5.0%
13,659 $824,000
Q3 2022

Nov 10, 2022
BUY
$53.91 - $63.08 $110,299 - $129,061
2,046 Added 18.66%
13,009 $701,000
Q2 2022

Aug 04, 2022
BUY
$55.42 - $64.55 $4,766 - $5,551
86 Added 0.79%
10,963 $628,000
Q1 2022

May 02, 2022
BUY
$60.09 - $66.2 $4,026 - $4,435
67 Added 0.62%
10,877 $693,000
Q4 2021

Feb 08, 2022
SELL
$58.98 - $66.05 $5,308 - $5,944
-90 Reduced 0.83%
10,810 $712,000
Q3 2021

Nov 12, 2021
SELL
$58.84 - $62.73 $55,780 - $59,468
-948 Reduced 8.0%
10,900 $641,000
Q2 2021

Aug 13, 2021
SELL
$57.5 - $60.08 $491,452 - $513,503
-8,547 Reduced 41.91%
11,848 $707,000
Q1 2021

May 14, 2021
SELL
$53.02 - $57.54 $155,560 - $168,822
-2,934 Reduced 12.58%
20,395 $0
Q4 2020

Feb 11, 2021
SELL
$47.73 - $53.96 $2,816 - $3,183
-59 Reduced 0.25%
23,329 $1.26 Million
Q3 2020

Oct 30, 2020
SELL
$45.51 - $51.78 $74,044 - $84,246
-1,627 Reduced 6.5%
23,388 $1.16 Million
Q2 2020

Aug 06, 2020
SELL
$37.38 - $47.13 $46,164 - $58,205
-1,235 Reduced 4.7%
25,015 $1.14 Million
Q1 2020

Apr 29, 2020
SELL
$33.65 - $49.64 $105,189 - $155,174
-3,126 Reduced 10.64%
26,250 $1.02 Million
Q4 2019

Jan 17, 2020
BUY
$43.65 - $48.63 $281,149 - $313,225
6,441 Added 28.08%
29,376 $1.42 Million
Q3 2019

Oct 30, 2019
BUY
$44.66 - $45.42 $292,746 - $297,728
6,555 Added 40.02%
22,935 $1.03 Million
Q2 2019

Jul 25, 2019
BUY
N/A
2,397 Added 17.14%
16,380 $714,000
Q1 2019

Apr 30, 2019
BUY
N/A
13,983 New
13,983 $602,000
Q4 2018

Jan 15, 2019
SELL
N/A
-2,038 Closed
0 $0
Q2 2018

Jul 20, 2018
SELL
N/A
-1,525 Reduced 42.8%
2,038 $84,000
Q1 2018

Apr 20, 2018
BUY
N/A
13 Added 0.37%
3,563 $143,000
Q4 2017

Jan 19, 2018
BUY
N/A
26 Added 0.74%
3,550 $147,000
Q3 2017

Nov 22, 2017
BUY
N/A
34 Added 0.97%
3,524 $134,000
Q2 2017

Nov 22, 2017
BUY
N/A
24 Added 0.69%
3,490 $128,000
Q1 2017

Nov 22, 2017
BUY
N/A
3,466
3,466 $122,000

Others Institutions Holding DGRW

# of Institutions
801
Shares Held
151M
Call Options Held
4.6K
Put Options Held
200
View Full List

About WISDOMTREE TR US QUALITY DIVID

DGRW Quotes by TradingView
  • Ticker DGRW
  • Sector ETFs
  • Industry ETFs
More about DGRW
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email