Strategic Family Wealth Counselors, L.L.C. Wisdomtree Tr Us Quality Divid Transaction History

Strategic Family Wealth Counselors, L.L.C.

$281 Million
Q3 2024

A detailed history of Strategic Family Wealth Counselors, L.L.C. transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Strategic Family Wealth Counselors, L.L.C. holds 3,652 shares of DGRW stock, worth $304,138. This represents 0.11% of its overall portfolio holdings.

Number of Shares

3,652

Previous 3,652 -0.0%

Holding current value

$304,138

Previous $285,000 6.32%

% of portfolio

0.11%

Previous 0.11%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$72.31 - $79.02 $61,608 - $67,325	-852 Reduced 18.92%	3,652 $285,000
Q1 2024 May 14, 2024	BUY	$69.56 - $76.3 $10,851 - $11,902	156 Added 3.59%	4,504 $343,000
Q4 2023 Jan 29, 2024	BUY	$61.43 - $70.36 $61 - $70	1 Added 0.02%	4,348 $305,000
Q3 2023 Nov 13, 2023	BUY	$63.23 - $68.5 $63 - $68	1 Added 0.02%	4,347 $275,000
Q2 2023 Aug 10, 2023	BUY	$61.86 - $66.66 $61 - $66	1 Added 0.02%	4,346 $289,000
Q1 2023 May 15, 2023	BUY	$59.34 - $63.43 $59 - $63	1 Added 0.02%	4,345 $270,000
Q4 2022 Jan 25, 2023	BUY	$54.71 - $63.51 $109 - $127	2 Added 0.05%	4,344 $0
Q3 2022 Nov 10, 2022	BUY	$53.91 - $63.08 $3,827 - $4,478	71 Added 1.66%	4,342 $234,000
Q2 2022 Aug 11, 2022	BUY	$55.42 - $64.55 $14,630 - $17,041	264 Added 6.59%	4,271 $245,000
Q1 2022 May 04, 2022	BUY	$60.09 - $66.2 $14,842 - $16,351	247 Added 6.57%	4,007 $255,000
Q4 2021 Feb 08, 2022	BUY	$58.98 - $66.05 $1,474 - $1,651	25 Added 0.67%	3,760 $248,000
Q3 2021 Nov 09, 2021	BUY	$58.84 - $62.73 $219,767 - $234,296	3,735 New	3,735 $220,000

Others Institutions Holding DGRW

# of Institutions

684

Shares Held

133M

Call Options Held

16.5K

Put Options Held

200

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About WISDOMTREE TR US QUALITY DIVID

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Strategic Family Wealth Counselors, L.L.C. Wisdomtree Tr Us Quality Divid Transaction History