Wetherby Asset Management Inc Wisdomtree Tr Us Quality Divid Transaction History
Wetherby Asset Management Inc
- $2.19 Billion
- Q2 2025
A detailed history of Wetherby Asset Management Inc transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Wetherby Asset Management Inc holds 6,183 shares of DGRW stock, worth $551,152. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,183
Previous 6,890
10.26%
Holding current value
$551,152
Previous $557,000
7.18%
% of portfolio
0.02%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding DGRW
# of Institutions
795Shares 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$773 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.94MShares$619 Million0.15% of portfolio