Wingate Wealth Advisors, Inc. Wisdomtree Tr Us Quality Divid Transaction History
Wingate Wealth Advisors, Inc.
- $86.9 Billion
- Q1 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 38,667 shares of DGRW stock, worth $3.13 Million. This represents 3.55% of its overall portfolio holdings.
Number of Shares
38,667
Previous 34,027
13.64%
Holding current value
$3.13 Million
Previous $2.75 Billion
12.13%
% of portfolio
3.55%
Previous 2.7%
Shares
2 transactions
Others Institutions Holding DGRW
# of Institutions
781Shares Held
150MCall Options Held
4.6KPut Options Held
200-
Pnc Financial Services Group, Inc. Pittsburgh, PA19.5MShares$1.57 Billion0.82% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$1.03 Billion0.41% of portfolio
-
Bank Of America Corp Charlotte, NC11.8MShares$956 Million0.08% of portfolio
-
Morgan Stanley New York, NY8.44MShares$682 Million0.05% of portfolio
-
Hamilton Capital, LLC Columbus, OH6.7MShares$541 Million32.4% of portfolio