Walkner Condon Financial Advisors LLC Wisdomtree Tr Us Quality Divid Transaction History

Walkner Condon Financial Advisors LLC

$529 Million
Q2 2025

A detailed history of Walkner Condon Financial Advisors LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 3,329 shares of DGRW stock, worth $287,092. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,329

Previous 3,655 8.92%

Holding current value

$287,092

Previous $291,000 4.47%

% of portfolio

0.05%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	SELL	$71.28 - $83.74 $23,237 - $27,299	-326 Reduced 8.92%	3,329 $278,000
Q1 2025 Apr 22, 2025	SELL	$78.0 - $84.37 $35,334 - $38,219	-453 Reduced 11.03%	3,655 $291,000
Q4 2024 Jan 29, 2025	SELL	$80.93 - $85.66 $1,780 - $1,884	-22 Reduced 0.53%	4,108 $332,000
Q3 2024 Oct 31, 2024	BUY	$75.88 - $83.21 $31,338 - $34,365	413 Added 11.11%	4,130 $343,000
Q2 2024 Jul 26, 2024	BUY	$72.31 - $79.02 $37,528 - $41,011	519 Added 16.23%	3,717 $290,000
Q1 2024 Apr 22, 2024	BUY	$69.56 - $76.3 $22,815 - $25,026	328 Added 11.43%	3,198 $243,000
Q4 2023 Jan 23, 2024	BUY	$61.43 - $70.36 $176,304 - $201,933	2,870 New	2,870 $201,000
Q2 2023 Jul 21, 2023	BUY	$61.86 - $66.66 $189,229 - $203,912	3,059 New	3,059 $203,000

Others Institutions Holding DGRW

# of Institutions

795

Shares Held

153M

Call Options Held

Put Options Held

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About WISDOMTREE TR US QUALITY DIVID

Ticker DGRW
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Walkner Condon Financial Advisors LLC Wisdomtree Tr Us Quality Divid Transaction History