Triad Wealth Partners, LLC Wisdomtree Tr Us Quality Divid Transaction History

Triad Wealth Partners, LLC

  • $191 Billion
  • Q2 2024

A detailed history of Triad Wealth Partners, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 135,522 shares of DGRW stock, worth $11.2 Million. This represents 5.54% of its overall portfolio holdings.

Number of Shares
135,522
Previous 115,330 17.51%
Holding current value
$11.2 Million
Previous $8.79 Billion 20.38%
% of portfolio
5.54%
Previous 6.74%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024
BUY
$72.31 - $79.02 $1.46 Million - $1.6 Million
20,192 Added 17.51%
135,522 $10.6 Billion
Q1 2024

Apr 23, 2024
BUY
$69.56 - $76.3 $8.02 Million - $8.8 Million
115,330 New
115,330 $8.79 Billion

Others Institutions Holding DGRW

# of Institutions
656
Shares Held
129M
Call Options Held
6.1K
Put Options Held
0
View Full List

About WISDOMTREE TR US QUALITY DIVID

DGRW Quotes by TradingView
  • Ticker DGRW
  • Sector ETFs
  • Industry ETFs
More about DGRW
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