Summit Investment Advisory Services, LLC Wisdomtree Tr Us Quality Divid Transaction History

Summit Investment Advisory Services, LLC

  • $194 Billion
  • Q4 2024

A detailed history of Summit Investment Advisory Services, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 22,178 shares of DGRW stock, worth $1.85 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares
22,178
Previous 21,751 1.96%
Holding current value
$1.85 Million
Previous $1.81 Billion 0.83%
% of portfolio
0.93%
Previous 0.96%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$80.93 - $85.66 $34,557 - $36,576
427 Added 1.96%
22,178 $1.79 Billion
Q3 2024

Oct 16, 2024
BUY
$75.88 - $83.21 $1.65 Million - $1.81 Million
21,751 New
21,751 $1.81 Billion
Q1 2024

Apr 18, 2024
BUY
$69.56 - $76.3 $79,715 - $87,439
1,146 Added 10.73%
11,825 $901 Million
Q4 2023

Jan 18, 2024
BUY
$61.43 - $70.36 $404,823 - $463,672
6,590 Added 161.16%
10,679 $750 Million
Q3 2023

Oct 10, 2023
SELL
$63.23 - $68.5 $2,465 - $2,671
-39 Reduced 0.94%
4,089 $260 Million
Q2 2023

Jul 26, 2023
SELL
$61.86 - $66.66 $51,900 - $55,927
-839 Reduced 16.89%
4,128 $275 Million
Q1 2023

Apr 17, 2023
BUY
$59.34 - $63.43 $3,026 - $3,234
51 Added 1.04%
4,967 $310 Million
Q4 2022

Feb 02, 2023
BUY
$54.71 - $63.51 $268,954 - $312,215
4,916 New
4,916 $297 Million

Others Institutions Holding DGRW

# of Institutions
707
Shares Held
136M
Call Options Held
16.5K
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 Summit Investment Advisory Services, LLC Portfolio

Follow Summit Investment Advisory Services, 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 Summit Investment Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Investment Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email