Wingate Wealth Advisors, Inc. Wisdomtree Tr Us Quality Divid Transaction History
Wingate Wealth Advisors, Inc.
- $144 Billion
- Q3 2025
A detailed history of Wingate Wealth Advisors, Inc. transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 42,586 shares of DGRW stock, worth $3.8 Million. This represents 2.62% of its overall portfolio holdings.
Number of Shares
42,586
Previous 42,439
0.35%
Holding current value
$3.8 Million
Previous $3.55 Billion
6.6%
% of portfolio
2.62%
Previous 3.16%
Shares
4 transactions
Others Institutions Holding DGRW
# of Institutions
797Shares 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