Western Wealth Management, LLC Wisdomtree Tr Us Quality Divid Transaction History

Western Wealth Management, LLC

  • $1.27 Billion
  • Q1 2024

A detailed history of Western Wealth Management, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Western Wealth Management, LLC holds 106,065 shares of DGRW stock, worth $8.33 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
106,065
Previous 103,560 2.42%
Holding current value
$8.33 Million
Previous $7.28 Million 11.03%
% of portfolio
0.63%
Previous 0.53%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024
BUY
$69.56 - $76.3 $174,247 - $191,131
2,505 Added 2.42%
106,065 $8.08 Million
Q4 2023

Jan 31, 2024
BUY
$61.43 - $70.36 $1.4 Million - $1.61 Million
22,864 Added 28.33%
103,560 $7.28 Million
Q3 2023

Nov 07, 2023
BUY
$63.23 - $68.5 $749,401 - $811,862
11,852 Added 17.22%
80,696 $5.12 Million
Q2 2023

Aug 30, 2023
BUY
$61.86 - $66.66 $1.07 Million - $1.16 Million
17,340 Added 33.67%
68,844 $4.59 Million
Q1 2023

Aug 30, 2023
BUY
$59.34 - $63.43 $356,218 - $380,770
6,003 Added 13.19%
51,504 $3.21 Million
Q4 2022

Feb 02, 2023
SELL
$58.08 - $63.51 $1.93 Million - $2.11 Million
-33,284 Reduced 42.25%
45,501 $2.75 Million
Q3 2022

Nov 04, 2022
BUY
N/A
38,962 Added 97.84%
78,785 $4.25 Million
Q2 2022

Jul 18, 2022
BUY
N/A
1,320 Added 3.43%
39,823 $2.29 Million
Q1 2022

May 10, 2022
BUY
N/A
20,463 Added 113.43%
38,503 $2.45 Million
Q4 2021

Feb 14, 2022
SELL
N/A
-29 Reduced 0.16%
18,040 $1.18 Million
Q2 2021

Aug 09, 2021
BUY
N/A
3,354 Added 22.79%
18,069 $1.08 Million
Q1 2021

May 14, 2021
SELL
N/A
-1,764 Reduced 10.7%
14,715 $842,000
Q4 2020

Feb 10, 2021
BUY
N/A
702 Added 4.45%
16,479 $889,000
Q3 2020

Oct 27, 2020
SELL
N/A
-839 Reduced 5.05%
15,777 $782,000
Q2 2020

Jul 20, 2020
BUY
N/A
1,492 Added 9.87%
16,616 $756,000
Q1 2020

Apr 27, 2020
BUY
N/A
2,013 Added 15.35%
15,124 $590,000
Q4 2019

Feb 10, 2020
BUY
N/A
75 Added 0.58%
13,111 $635,000
Q3 2019

Nov 08, 2019
SELL
N/A
-249 Reduced 1.87%
13,036 $587,000
Q2 2019

Aug 06, 2019
BUY
N/A
335 Added 2.59%
13,285 $579,000
Q1 2019

May 10, 2019
BUY
N/A
12,950 New
12,950 $558,000

Others Institutions Holding DGRW

# of Institutions
624
Shares Held
126M
Call Options Held
5.7K
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
Track This Portfolio

Track Western Wealth Management, LLC Portfolio

Follow Western Wealth Management, 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 Western Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Western Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email