Clearstead Advisors, LLC Wisdomtree Tr Us Quality Divid Transaction History

Clearstead Advisors, LLC

  • $6.44 Billion
  • Q4 2024

A detailed history of Clearstead Advisors, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Clearstead Advisors, LLC holds 5,048 shares of DGRW stock, worth $420,346. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,048
Previous 5,048 -0.0%
Holding current value
$420,346
Previous $420,000 2.86%
% of portfolio
0.01%
Previous 0.01%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
BUY
$72.31 - $79.02 $190,247 - $207,901
2,631 Added 108.85%
5,048 $393,000
Q3 2023

Nov 07, 2023
SELL
$63.23 - $68.5 $14,353 - $15,549
-227 Reduced 8.59%
2,417 $153,000
Q4 2022

Feb 14, 2023
SELL
$54.71 - $63.51 $1,860 - $2,159
-34 Reduced 1.27%
2,644 $159,000
Q4 2020

Feb 11, 2021
SELL
$47.73 - $53.96 $417,732 - $472,257
-8,752 Reduced 76.57%
2,678 $145,000
Q3 2020

Nov 12, 2020
SELL
$45.51 - $51.78 $779,904 - $887,353
-17,137 Reduced 59.99%
11,430 $567,000
Q2 2020

Aug 11, 2020
SELL
$37.38 - $47.13 $317,916 - $400,840
-8,505 Reduced 22.94%
28,567 $1.3 Million
Q1 2020

May 14, 2020
BUY
$33.65 - $49.64 $42,567 - $62,794
1,265 Added 3.53%
37,072 $1.44 Million
Q4 2019

Feb 11, 2020
BUY
$43.65 - $48.63 $319,343 - $355,777
7,316 Added 25.68%
35,807 $1.74 Million
Q3 2019

Nov 12, 2019
BUY
$44.66 - $45.42 $139,383 - $141,755
3,121 Added 12.3%
28,491 $1.29 Million
Q2 2019

Aug 08, 2019
BUY
N/A
3,141 Added 14.13%
25,370 $1.11 Million
Q1 2019

May 14, 2019
SELL
N/A
-2,370 Reduced 9.63%
22,229 $957,000
Q4 2018

Feb 11, 2019
SELL
N/A
-15,639 Reduced 38.87%
24,599 $943,000
Q3 2018

Nov 13, 2018
SELL
N/A
-47,415 Reduced 54.09%
40,238 $1.78 Million
Q2 2018

Aug 07, 2018
SELL
N/A
-3,639 Reduced 3.99%
87,653 $3.6 Million
Q1 2018

May 14, 2018
BUY
N/A
45,771 Added 100.55%
91,292 $3.69 Million
Q4 2017

Feb 09, 2018
BUY
N/A
10,309 Added 29.28%
45,521 $1.89 Million
Q3 2017

Nov 09, 2017
BUY
N/A
35,212
35,212 $1.34 Million

Others Institutions Holding DGRW

# of Institutions
758
Shares Held
148M
Call Options Held
8.3K
Put Options Held
2.4K
View Full List

About WISDOMTREE TR US QUALITY DIVID

DGRW Quotes by TradingView
  • Ticker DGRW
  • Sector ETFs
  • Industry ETFs
More about DGRW
Track This Portfolio

Track Clearstead Advisors, LLC Portfolio

Follow Clearstead Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Clearstead Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email