Triad Wealth Partners, LLC Wisdomtree Tr Us Quality Divid Transaction History

Triad Wealth Partners, LLC

$775 Billion
Q3 2025

A detailed history of Triad Wealth Partners, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 25,916 shares of DGRW stock, worth $2.3 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

25,916

Previous 23,050 12.43%

Holding current value

$2.3 Million

Previous $1.93 Billion 19.44%

% of portfolio

0.3%

Previous 0.39%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	BUY	$84.28 - $89.46 $241,546 - $256,392	2,866 Added 12.43%	25,916 $2.31 Billion
Q2 2025 Jul 21, 2025	SELL	$71.28 - $83.74 $546,218 - $641,699	-7,663 Reduced 24.95%	23,050 $1.93 Billion
Q1 2025 May 14, 2025	SELL	$78.0 - $84.37 $840,762 - $909,424	-10,779 Reduced 25.98%	30,713 $2.45 Billion
Q4 2024 Feb 06, 2025	SELL	$80.93 - $85.66 $4.6 Million - $4.87 Million	-56,825 Reduced 57.8%	41,492 $3.36 Billion
Q3 2024 Oct 21, 2024	SELL	$75.88 - $83.21 $2.82 Million - $3.1 Million	-37,205 Reduced 27.45%	98,317 $8.18 Billion

Q2 2024 Jul 18, 2024	BUY	$72.31 - $79.02 $1.46 Million - $1.6 Million	20,192 Added 17.51%	135,522 $10.6 Billion
Q1 2024 Apr 23, 2024	BUY	$69.56 - $76.3 $8.02 Million - $8.8 Million	115,330 New	115,330 $8.79 Billion

Others Institutions Holding DGRW

# of Institutions

810

Shares Held

151M

Call Options Held

2.7K

Put Options Held

5.8K

View Full List

About WISDOMTREE TR US QUALITY DIVID

Ticker DGRW
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Triad Wealth Partners, LLC Wisdomtree Tr Us Quality Divid Transaction History