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 $2.91 Million. This represents 3.55% of its overall portfolio holdings.
Number of Shares
38,667
Previous 34,027
13.64%
Holding current value
$2.91 Million
Previous $2.75 Billion
12.13%
% of portfolio
3.55%
Previous 2.7%
Shares
2 transactions
Others Institutions Holding DGRW
# of Institutions
765Shares Held
149MCall Options Held
8.3KPut Options Held
2.4K-
Pnc Financial Services Group, Inc. Pittsburgh, PA19.1MShares$1.44 Billion1.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC12MShares$905 Million0.41% of portfolio
-
Bank Of America Corp Charlotte, NC11.7MShares$881 Million0.08% of portfolio
-
Morgan Stanley New York, NY8.61MShares$649 Million0.05% of portfolio
-
Hamilton Capital, LLC Columbus, OH6.59MShares$496 Million40.56% of portfolio