Alta Wealth Advisors LLC Wisdomtree Tr Us Quality Divid Transaction History

Alta Wealth Advisors LLC

  • $226 Million
  • Q4 2024

A detailed history of Alta Wealth Advisors LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Alta Wealth Advisors LLC holds 4,794 shares of DGRW stock, worth $379,828. This represents 0.17% of its overall portfolio holdings.

Number of Shares
4,794
Previous 4,448 7.78%
Holding current value
$379,828
Previous $370,000 4.59%
% of portfolio
0.17%
Previous 0.17%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$80.93 - $85.66 $28,001 - $29,638
346 Added 7.78%
4,794 $387,000
Q3 2024

Oct 18, 2024
BUY
$75.88 - $83.21 $531 - $582
7 Added 0.16%
4,448 $370,000
Q2 2024

Jul 24, 2024
SELL
$72.31 - $79.02 $506 - $553
-7 Reduced 0.16%
4,441 $346,000
Q1 2024

May 01, 2024
BUY
$69.56 - $76.3 $48,692 - $53,410
700 Added 18.68%
4,448 $338,000
Q4 2023

Feb 12, 2024
SELL
$61.43 - $70.36 $49,881 - $57,132
-812 Reduced 17.81%
3,748 $263,000
Q3 2023

Oct 19, 2023
BUY
$63.23 - $68.5 $288,328 - $312,360
4,560 New
4,560 $289,000
Q3 2021

Oct 13, 2021
BUY
$58.84 - $62.73 $4,118 - $4,391
70 Added 0.59%
11,856 $698,000
Q2 2021

Aug 02, 2021
BUY
$57.5 - $60.08 $9,372 - $9,793
163 Added 1.4%
11,786 $703,000
Q1 2021

Apr 20, 2021
SELL
$53.02 - $57.54 $2,704 - $2,934
-51 Reduced 0.44%
11,623 $665,000
Q4 2020

Feb 08, 2021
BUY
$47.73 - $53.96 $557,200 - $629,929
11,674 New
11,674 $630,000

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

DGRW Quotes by TradingView
  • Ticker DGRW
  • Sector ETFs
  • Industry ETFs
More about DGRW
Track This Portfolio

Track Alta Wealth Advisors LLC Portfolio

Follow Alta Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Alta Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email