Strategic Financial Concepts, LLC Wisdomtree Tr Us Quality Divid Transaction History

Strategic Financial Concepts, LLC

$533 Billion
Q1 2025

A detailed history of Strategic Financial Concepts, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 10,192 shares of DGRW stock, worth $823,717. This represents 0.15% of its overall portfolio holdings.

Number of Shares

10,192

Previous 34,253 70.24%

Holding current value

$823,717

Previous $2.77 Billion 70.64%

% of portfolio

0.15%

Previous 0.53%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	SELL	$78.0 - $84.37 $1.88 Million - $2.03 Million	-24,061 Reduced 70.24%	10,192 $814 Million
Q4 2024 Jan 30, 2025	SELL	$80.93 - $85.66 $13.1 Million - $13.8 Million	-161,523 Reduced 82.5%	34,253 $2.77 Billion
Q4 2024 Jan 27, 2025	BUY	$80.93 - $85.66 $15.8 Million - $16.8 Million	195,776 New	195,776 $2.77 Billion
Q2 2024 Aug 06, 2024	BUY	$72.31 - $79.02 $11.3 Million - $12.4 Million	156,727 Added 1033.68%	171,889 $1.02 Billion
Q1 2024 Apr 22, 2024	BUY	$69.56 - $76.3 $139,954 - $153,515	2,012 Added 15.3%	15,162 $1.16 Billion
Q4 2023 Jan 18, 2024	SELL	$61.43 - $70.36 $157,445 - $180,332	-2,563 Reduced 16.31%	13,150 $924 Million
Q3 2023 Nov 07, 2023	BUY	$63.23 - $68.5 $17,957 - $19,454	284 Added 1.84%	15,713 $998 Million
Q2 2023 Sep 06, 2023	SELL	$61.86 - $66.66 $72,747 - $78,392	-1,176 Reduced 7.08%	15,429 $1.03 Billion
Q1 2023 Sep 06, 2023	BUY	$59.34 - $63.43 $985,340 - $1.05 Million	16,605 New	16,605 $1.04 Billion

Others Institutions Holding DGRW

# of Institutions

781

Shares Held

150M

Call Options Held

4.6K

Put Options Held

200

View Full List

About WISDOMTREE TR US QUALITY DIVID

Ticker DGRW
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Strategic Financial Concepts, LLC Wisdomtree Tr Us Quality Divid Transaction History