Ci Private Wealth, LLC Wisdomtree Tr Us Quality Divid Transaction History

Ci Private Wealth, LLC

$65.6 Billion
Q4 2024

A detailed history of Ci Private Wealth, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Ci Private Wealth, LLC holds 62,657 shares of DGRW stock, worth $4.94 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

62,657

Previous 66,523 5.81%

Holding current value

$4.94 Million

Previous $5.54 Million 8.4%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$80.93 - $85.66 $312,875 - $331,161	-3,866 Reduced 5.81%	62,657 $5.07 Million
Q3 2024 Nov 12, 2024	SELL	$75.88 - $83.21 $121,635 - $133,385	-1,603 Reduced 2.35%	66,523 $5.54 Million
Q2 2024 Aug 13, 2024	BUY	$72.31 - $79.02 $200,877 - $219,517	2,778 Added 4.25%	68,126 $5.32 Million
Q1 2024 May 09, 2024	SELL	$69.56 - $76.3 $563,505 - $618,106	-8,101 Reduced 11.03%	65,348 $4.98 Million
Q4 2023 Feb 09, 2024	BUY	$61.43 - $70.36 $668,481 - $765,657	10,882 Added 17.39%	73,449 $5.16 Million
Q3 2023 Nov 03, 2023	BUY	$63.23 - $68.5 $417,381 - $452,168	6,601 Added 11.79%	62,567 $3.97 Million
Q2 2023 Aug 10, 2023	BUY	$61.86 - $66.66 $368,871 - $397,493	5,963 Added 11.93%	55,966 $3.73 Million
Q1 2023 May 15, 2023	BUY	$59.34 - $63.43 $2.03 Million - $2.17 Million	34,230 Added 217.02%	50,003 $3.12 Million
Q4 2022 Feb 15, 2023	BUY	$54.71 - $63.51 $862,940 - $1 Million	15,773 New	15,773 $952,000

Others Institutions Holding DGRW

# of Institutions

759

Shares Held

148M

Call Options Held

8.3K

Put Options Held

2.4K

View Full List

About WISDOMTREE TR US QUALITY DIVID

Ticker DGRW
Sector ETFs
Industry ETFs

More about DGRW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ci Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ci Private Wealth, LLC with notifications on news.

Account

Ci Private Wealth, LLC Wisdomtree Tr Us Quality Divid Transaction History