Summit Trail Advisors, LLC Wisdomtree Tr Us Quality Divid Transaction History

Summit Trail Advisors, LLC

  • $3.97 Billion
  • Q3 2024

A detailed history of Summit Trail Advisors, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 17,495 shares of DGRW stock, worth $1.48 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
17,495
Previous 17,429 0.38%
Holding current value
$1.48 Million
Previous $1.36 Million 6.99%
% of portfolio
0.04%
Previous 0.04%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$75.88 - $83.21 $5,008 - $5,491
66 Added 0.38%
17,495 $1.46 Million
Q2 2024

Aug 13, 2024
BUY
$72.31 - $79.02 $44,759 - $48,913
619 Added 3.68%
17,429 $1.36 Million
Q1 2024

Apr 23, 2024
BUY
$69.56 - $76.3 $1.17 Million - $1.28 Million
16,810 New
16,810 $1.28 Million
Q1 2022

May 16, 2022
SELL
$60.09 - $66.2 $1.16 Million - $1.28 Million
-19,385 Closed
0 $0
Q4 2021

Feb 11, 2022
BUY
$58.98 - $66.05 $5,780 - $6,472
98 Added 0.51%
19,385 $1.28 Million
Q3 2021

Nov 16, 2021
BUY
$58.84 - $62.73 $4,766 - $5,081
81 Added 0.42%
19,287 $1.14 Million
Q2 2021

Aug 16, 2021
BUY
$57.5 - $60.08 $5,347 - $5,587
93 Added 0.49%
19,206 $1.15 Million
Q1 2021

May 17, 2021
BUY
$53.02 - $57.54 $4,029 - $4,373
76 Added 0.4%
19,113 $1.09 Million
Q4 2020

Feb 16, 2021
BUY
$47.73 - $53.96 $908,636 - $1.03 Million
19,037 New
19,037 $1.03 Million

Others Institutions Holding DGRW

# of Institutions
684
Shares Held
132M
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 Trail Advisors, LLC Portfolio

Follow Summit Trail Advisors, 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 Trail Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Trail Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email