Visionary Wealth Advisors Wisdomtree Tr Us Quality Divid Transaction History
Visionary Wealth Advisors
- $1.82 Billion
- Q2 2025
A detailed history of Visionary Wealth Advisors transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Visionary Wealth Advisors holds 4,662 shares of DGRW stock, worth $415,803. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,662
Previous 5,192
10.21%
Holding current value
$415,803
Previous $414,000
5.8%
% of portfolio
0.02%
Previous 0.03%
Shares
7 transactions
Others Institutions Holding DGRW
# of Institutions
800Shares Held
153MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA19.8MShares$1.76 Billion1.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.5MShares$1.11 Billion0.37% of portfolio
-
Bank Of America Corp Charlotte, NC12.4MShares$1.11 Billion0.08% of portfolio
-
Morgan Stanley New York, NY8.67MShares$774 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.94MShares$619 Million0.15% of portfolio