Amplius Wealth Advisors, LLC Wisdomtree Tr Us Quality Divid Transaction History

Amplius Wealth Advisors, LLC

  • $815 Million
  • Q3 2024

A detailed history of Amplius Wealth Advisors, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 243,835 shares of DGRW stock, worth $19.5 Million. This represents 2.49% of its overall portfolio holdings.

Number of Shares
243,835
Previous 239,178 1.95%
Holding current value
$19.5 Million
Previous $18.7 Million 8.69%
% of portfolio
2.49%
Previous 2.46%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
BUY
$75.88 - $83.21 $353,373 - $387,508
4,657 Added 1.95%
243,835 $20.3 Million
Q2 2024

Jul 22, 2024
SELL
$72.31 - $79.02 $389,100 - $425,206
-5,381 Reduced 2.2%
239,178 $18.7 Million
Q1 2024

Apr 16, 2024
SELL
$69.56 - $76.3 $25.1 Million - $27.5 Million
-360,741 Reduced 59.6%
244,559 $18.6 Million
Q4 2023

Jan 10, 2024
SELL
$61.43 - $70.36 $20.4 Million - $23.4 Million
-332,398 Reduced 35.45%
605,300 $42.5 Million
Q3 2023

Oct 17, 2023
SELL
$63.23 - $68.5 $3.55 Million - $3.84 Million
-56,076 Reduced 5.64%
937,698 $59.5 Million
Q2 2023

Jul 26, 2023
BUY
$61.86 - $66.66 $1.94 Million - $2.09 Million
31,295 Added 3.25%
993,774 $66.2 Million
Q1 2023

Apr 25, 2023
BUY
$59.34 - $63.43 $1.34 Million - $1.43 Million
22,619 Added 2.41%
962,479 $60 Million
Q4 2022

Jan 19, 2023
BUY
$54.71 - $63.51 $51.2 Million - $59.4 Million
935,449 Added 21207.19%
939,860 $0
Q3 2022

Nov 10, 2022
BUY
$53.91 - $63.08 $28,464 - $33,306
528 Added 13.6%
4,411 $238,000
Q2 2022

Jul 21, 2022
SELL
$55.42 - $64.55 $69,940 - $81,462
-1,262 Reduced 24.53%
3,883 $222,000
Q4 2021

Jan 28, 2022
BUY
$58.98 - $66.05 $303,452 - $339,827
5,145 New
5,145 $338,000

Others Institutions Holding DGRW

# of Institutions
688
Shares Held
133M
Call Options Held
16.5K
Put Options Held
200
View Full List

About WISDOMTREE TR US QUALITY DIVID

DGRW Quotes by TradingView
  • Ticker DGRW
  • Sector ETFs
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More about DGRW
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