Congress Wealth Management LLC Wisdomtree Tr Us Quality Divid Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Congress Wealth Management LLC holds 7,818 shares of DGRW stock, worth $694,394. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,818
Previous 9,654 19.02%
Holding current value
$694,394
Previous $770,000 15.06%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$71.28 - $83.74 $130,870 - $153,746
-1,836 Reduced 19.02%
7,818 $654,000
Q1 2025

May 14, 2025
BUY
$78.0 - $84.37 $329,238 - $356,125
4,221 Added 77.69%
9,654 $770,000
Q4 2024

Feb 11, 2025
BUY
$80.93 - $85.66 $485 - $513
6 Added 0.11%
5,433 $439,000
Q3 2024

Nov 12, 2024
BUY
$75.88 - $83.21 $379 - $416
5 Added 0.09%
5,427 $451,000
Q2 2024

Aug 13, 2024
SELL
$72.31 - $79.02 $35,648 - $38,956
-493 Reduced 8.33%
5,422 $423,000
Q1 2024

Apr 18, 2024
SELL
$69.56 - $76.3 $139,815 - $153,363
-2,010 Reduced 25.36%
5,915 $450,000
Q4 2023

Feb 09, 2024
SELL
$61.43 - $70.36 $213,284 - $244,289
-3,472 Reduced 30.46%
7,925 $556,000
Q3 2023

Oct 30, 2023
BUY
$63.23 - $68.5 $446,403 - $483,610
7,060 Added 162.79%
11,397 $723,000
Q4 2021

Feb 04, 2022
BUY
$58.98 - $66.05 $255,796 - $286,458
4,337 New
4,337 $286,000

Others Institutions Holding DGRW

# of Institutions
811
Shares Held
151M
Call Options Held
2.7K
Put Options Held
5.8K
View Full List

About WISDOMTREE TR US QUALITY DIVID

DGRW Quotes by TradingView
  • Ticker DGRW
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