9258 Wealth Management, LLC Wisdomtree Tr Us Quality Divid Transaction History

9258 Wealth Management, LLC

$664 Million
Q3 2024

A detailed history of 9258 Wealth Management, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 44,433 shares of DGRW stock, worth $3.67 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

44,433

Previous 46,044 3.5%

Holding current value

$3.67 Million

Previous $3.59 Million 2.89%

% of portfolio

0.56%

Previous 0.56%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$75.88 - $83.21 $122,242 - $134,051	-1,611 Reduced 3.5%	44,433 $3.7 Million
Q2 2024 Aug 02, 2024	SELL	$72.31 - $79.02 $144,113 - $157,486	-1,993 Reduced 4.15%	46,044 $3.59 Million
Q1 2024 May 03, 2024	SELL	$69.56 - $76.3 $53,282 - $58,445	-766 Reduced 1.57%	48,037 $3.66 Million
Q4 2023 Feb 06, 2024	SELL	$61.43 - $70.36 $1.08 Million - $1.24 Million	-17,644 Reduced 26.55%	48,803 $3.43 Million
Q3 2023 Nov 08, 2023	SELL	$63.23 - $68.5 $2.54 Million - $2.75 Million	-40,183 Reduced 37.68%	66,447 $4.22 Million
Q2 2023 Aug 08, 2023	SELL	$61.86 - $66.66 $7.35 Million - $7.92 Million	-118,758 Reduced 52.69%	106,630 $7.11 Million
Q1 2023 May 03, 2023	BUY	$59.34 - $63.43 $465,581 - $497,671	7,846 Added 3.61%	225,388 $14.1 Million
Q4 2022 Feb 03, 2023	BUY	$54.71 - $63.51 $4.02 Million - $4.67 Million	73,529 Added 51.06%	217,542 $13.1 Million
Q3 2022 Nov 08, 2022	BUY	$53.91 - $63.08 $7.76 Million - $9.08 Million	144,013 New	144,013 $7.76 Million

Others Institutions Holding DGRW

# of Institutions

684

Shares Held

133M

Call Options Held

16.5K

Put Options Held

200

View Full List

About WISDOMTREE TR US QUALITY DIVID

Ticker DGRW
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9258 Wealth Management, LLC Wisdomtree Tr Us Quality Divid Transaction History