Congress Wealth Management LLC Wisdomtree Tr Us Quality Divid Transaction History

Congress Wealth Management LLC

$6.94 Billion
Q4 2024

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 5,433 shares of DGRW stock, worth $408,724. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,433

Previous 5,427 0.11%

Holding current value

$408,724

Previous $451,000 2.66%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

761

Shares Held

148M

Call Options Held

8.3K

Put Options Held

2.4K

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About WISDOMTREE TR US QUALITY DIVID

Ticker DGRW
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Congress Wealth Management LLC Wisdomtree Tr Us Quality Divid Transaction History