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

Avaii Wealth Management, LLC

  • $178 Million
  • Q3 2024

A detailed history of Avaii Wealth Management, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 27,485 shares of DGRW stock, worth $2.27 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares
27,485
Previous 41,343 33.52%
Holding current value
$2.27 Million
Previous $3.23 Million 29.11%
% of portfolio
1.29%
Previous 1.81%

Shares

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

Oct 16, 2024
SELL
$75.88 - $83.21 $1.05 Million - $1.15 Million
-13,858 Reduced 33.52%
27,485 $2.29 Million
Q2 2024

Jul 31, 2024
SELL
$72.31 - $79.02 $2.27 Million - $2.49 Million
-31,450 Reduced 43.2%
41,343 $3.23 Million
Q1 2024

Apr 29, 2024
SELL
$69.56 - $76.3 $11 Million - $12 Million
-157,848 Reduced 68.44%
72,793 $5.55 Million
Q4 2023

Feb 05, 2024
BUY
$61.43 - $70.36 $1.55 Million - $1.78 Million
25,270 Added 12.3%
230,641 $16.2 Million
Q3 2023

Oct 24, 2023
BUY
$63.23 - $68.5 $844,246 - $914,612
13,352 Added 6.95%
205,371 $13 Million
Q2 2023

Jul 31, 2023
SELL
$61.86 - $66.66 $655,530 - $706,396
-10,597 Reduced 5.23%
192,019 $12.8 Million
Q1 2023

Apr 10, 2023
BUY
$59.34 - $63.43 $676,535 - $723,165
11,401 Added 5.96%
202,616 $12.6 Million
Q4 2022

Jan 25, 2023
BUY
$54.71 - $63.51 $2.09 Million - $2.43 Million
38,212 Added 24.97%
191,215 $0
Q3 2022

Nov 14, 2022
BUY
$53.91 - $63.08 $193,429 - $226,331
3,588 Added 2.4%
153,003 $8.25 Million
Q2 2022

Aug 12, 2022
BUY
$55.42 - $64.55 $8.28 Million - $9.64 Million
149,415 New
149,415 $8.56 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

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