Avidian Wealth Solutions, LLC Wisdomtree Tr Us Quality Divid Transaction History

Avidian Wealth Solutions, LLC

$2.16 Billion
Q4 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 114,920 shares of DGRW stock, worth $9.57 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

114,920

Previous 101,652 13.05%

Holding current value

$9.57 Million

Previous $8.46 Million 9.96%

% of portfolio

0.43%

Previous 0.4%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$80.93 - $85.66 $1.07 Million - $1.14 Million	13,268 Added 13.05%	114,920 $9.3 Million
Q3 2024 Oct 30, 2024	BUY	$75.88 - $83.21 $977,334 - $1.07 Million	12,880 Added 14.51%	101,652 $8.46 Million
Q2 2024 Aug 06, 2024	BUY	$72.31 - $79.02 $571,032 - $624,020	7,897 Added 9.76%	88,772 $6.93 Million
Q1 2024 May 03, 2024	BUY	$69.56 - $76.3 $1.66 Million - $1.82 Million	23,870 Added 41.87%	80,875 $6.16 Million
Q4 2023 Feb 06, 2024	BUY	$61.43 - $70.36 $1.51 Million - $1.73 Million	24,655 Added 76.21%	57,005 $4.01 Million
Q3 2023 Oct 13, 2023	BUY	$63.23 - $68.5 $935,551 - $1.01 Million	14,796 Added 84.29%	32,350 $2.05 Million
Q2 2023 Aug 03, 2023	SELL	$61.86 - $66.66 $3.63 Million - $3.91 Million	-58,661 Reduced 76.97%	17,554 $1.17 Million
Q1 2023 May 08, 2023	BUY	$59.34 - $63.43 $28,601 - $30,573	482 Added 0.64%	76,215 $4.75 Million
Q4 2022 Feb 06, 2023	SELL	$54.71 - $63.51 $40,157 - $46,616	-734 Reduced 0.96%	75,733 $4.57 Million
Q3 2022 Nov 03, 2022	SELL	$53.91 - $63.08 $20.8 Million - $24.3 Million	-385,272 Reduced 83.44%	76,467 $4.12 Million
Q2 2022 Jul 29, 2022	BUY	$55.42 - $64.55 $1.48 Million - $1.72 Million	26,654 Added 6.13%	461,739 $26.5 Million
Q1 2022 May 10, 2022	BUY	$60.09 - $66.2 $25.5 Million - $28.1 Million	424,408 Added 3974.97%	435,085 $27.7 Million
Q4 2021 Feb 14, 2022	BUY	$58.98 - $66.05 $629,729 - $705,215	10,677 New	10,677 $703,000

Others Institutions Holding DGRW

# of Institutions

711

Shares Held

136M

Call Options Held

16.5K

Put Options Held

200

View Full List

About WISDOMTREE TR US QUALITY DIVID

Ticker DGRW
Sector ETFs
Industry ETFs

More about DGRW

Track This Portfolio

Portfolio Update

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

News

Stay updated on Avidian Wealth Solutions, LLC with notifications on news.

Account

Avidian Wealth Solutions, LLC Wisdomtree Tr Us Quality Divid Transaction History