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

Choice Wealth Advisors, LLC

$193 Million
Q4 2024

A detailed history of Choice Wealth Advisors, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Choice Wealth Advisors, LLC holds 330,966 shares of DGRW stock, worth $27.5 Million. This represents 13.85% of its overall portfolio holdings.

Number of Shares

330,966

Previous 331,267 0.09%

Holding current value

$27.5 Million

Previous $27.6 Million 2.83%

% of portfolio

13.85%

Previous 13.96%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$80.93 - $85.66 $24,359 - $25,783	-301 Reduced 0.09%	330,966 $26.8 Million
Q3 2024 Oct 07, 2024	SELL	$75.88 - $83.21 $137,722 - $151,026	-1,815 Reduced 0.54%	331,267 $27.6 Million
Q2 2024 Jul 15, 2024	BUY	$72.31 - $79.02 $137,895 - $150,691	1,907 Added 0.58%	333,082 $26 Million
Q1 2024 Apr 18, 2024	SELL	$69.56 - $76.3 $484,624 - $531,582	-6,967 Reduced 2.06%	331,175 $25.2 Million
Q4 2023 Jan 11, 2024	BUY	$61.43 - $70.36 $87,967 - $100,755	1,432 Added 0.43%	338,142 $23.8 Million
Q3 2023 Oct 10, 2023	SELL	$63.23 - $68.5 $318,046 - $344,555	-5,030 Reduced 1.47%	336,710 $21.4 Million
Q2 2023 Jul 14, 2023	SELL	$61.86 - $66.66 $720,050 - $775,922	-11,640 Reduced 3.29%	341,740 $22.8 Million
Q1 2023 Apr 06, 2023	BUY	$59.34 - $63.43 $350,402 - $374,554	5,905 Added 1.7%	353,380 $22 Million
Q4 2022 Jan 25, 2023	SELL	$54.71 - $63.51 $601,427 - $698,165	-10,993 Reduced 3.07%	347,475 $0
Q3 2022 Nov 09, 2022	BUY	$53.91 - $63.08 $19.3 Million - $22.6 Million	358,468 New	358,468 $19.3 Million
Q2 2022 Aug 09, 2022	SELL	$55.42 - $64.55 $20.3 Million - $23.7 Million	-366,729 Closed	0 $0
Q1 2022 Apr 12, 2022	BUY	$60.09 - $66.2 $22 Million - $24.3 Million	366,729 New	366,729 $23.3 Million

Others Institutions Holding DGRW

# of Institutions

757

Shares Held

148M

Call Options Held

8.3K

Put Options Held

2.4K

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 Choice Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Choice Wealth Advisors, LLC with notifications on news.

Account

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