Compass Financial Services Inc Wisdomtree Tr Us Quality Divid Transaction History

Compass Financial Services Inc

  • $226 Billion
  • Q3 2025

A detailed history of Compass Financial Services Inc transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Compass Financial Services Inc holds 323,502 shares of DGRW stock, worth $28.7 Million. This represents 12.73% of its overall portfolio holdings.

Number of Shares
323,502
Previous 305,001 6.07%
Holding current value
$28.7 Million
Previous $25.5 Billion 12.68%
% of portfolio
12.73%
Previous 12.37%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
$84.28 - $89.46 $1.56 Million - $1.66 Million
18,501 Added 6.07%
323,502 $28.8 Billion
Q2 2025

Aug 08, 2025
BUY
$71.28 - $83.74 $412,140 - $484,184
5,782 Added 1.93%
305,001 $25.5 Billion
Q1 2025

Jun 10, 2025
SELL
$78.0 - $84.37 $903,318 - $977,088
-11,581 Reduced 3.73%
299,219 $23.9 Billion
Q4 2024

Jan 28, 2025
BUY
$80.93 - $85.66 $25.2 Million - $26.6 Million
310,800 New
310,800 $25.2 Billion

Others Institutions Holding DGRW

# of Institutions
810
Shares Held
151M
Call Options Held
2.7K
Put Options Held
5.8K
View Full List

About WISDOMTREE TR US QUALITY DIVID

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