Capital Advisors, Ltd. LLC Wisdomtree Tr Us Quality Divid Transaction History

Capital Advisors, Ltd. LLC

$887 Million
Q4 2025

A detailed history of Capital Advisors, Ltd. LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Capital Advisors, Ltd. LLC holds 8,631 shares of DGRW stock, worth $766,605. This represents 0.09% of its overall portfolio holdings.

Number of Shares

8,631

Previous 4,078 111.65%

Holding current value

$766,605

Previous $363,000 112.67%

% of portfolio

0.09%

Previous 0.04%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 21, 2026	BUY	$87.0 - $90.6 $396,111 - $412,501	4,553 Added 111.65%	8,631 $772,000
Q3 2021 Nov 12, 2021	BUY	$58.84 - $62.73 $23,653 - $25,217	402 Added 10.94%	4,078 $240,000
Q2 2021 Aug 10, 2021	BUY	$57.5 - $60.08 $9,775 - $10,213	170 Added 4.85%	3,676 $219,000
Q3 2020 Nov 03, 2020	BUY	$45.51 - $51.78 $7,509 - $8,543	165 Added 4.94%	3,506 $174,000
Q4 2019 Feb 03, 2020	SELL	$43.65 - $48.63 $9,166 - $10,212	-210 Reduced 5.91%	3,341 $162,000

Q3 2019 Oct 23, 2019	SELL	$44.66 - $45.42 $27,823 - $28,296	-623 Reduced 14.93%	3,551 $160,000
Q2 2019 Jul 31, 2019	BUY	N/A	623 Added 17.54%	4,174 $192,000
Q3 2018 Oct 24, 2018	BUY	N/A	1,767 Added 99.05%	3,551 $157,000
Q2 2018 Jul 20, 2018	SELL	N/A	-244 Reduced 12.03%	1,784 $73,000
Q4 2017 Jan 16, 2018	BUY	N/A	366 Added 22.02%	2,028 $84,000
Q3 2017 Oct 25, 2017	BUY	N/A	1,662	1,662 $63,000

Others Institutions Holding DGRW

# of Institutions

817

Shares Held

152M

Call Options Held

2.7K

Put Options Held

5.8K

View Full List

About WISDOMTREE TR US QUALITY DIVID

Ticker DGRW
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Capital Advisors, Ltd. LLC Wisdomtree Tr Us Quality Divid Transaction History