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

Continuum Wealth Advisors, LLC

$158 Million
Q3 2024

A detailed history of Continuum Wealth Advisors, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Continuum Wealth Advisors, LLC holds 163,563 shares of DGRW stock, worth $13.5 Million. This represents 8.62% of its overall portfolio holdings.

Number of Shares

163,563

Previous 249,655 34.48%

Holding current value

$13.5 Million

Previous $19.5 Million 30.15%

% of portfolio

8.62%

Previous 10.33%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	SELL	$75.88 - $83.21 $6.53 Million - $7.16 Million	-86,092 Reduced 34.48%	163,563 $13.6 Million
Q2 2024 Jul 23, 2024	BUY	$72.31 - $79.02 $1.34 Million - $1.47 Million	18,565 Added 8.03%	249,655 $19.5 Million
Q1 2024 May 20, 2024	BUY	$69.56 - $76.3 $462,504 - $507,318	6,649 Added 2.96%	231,090 $17.6 Million
Q4 2023 Jan 31, 2024	BUY	$61.43 - $70.36 $480,075 - $549,863	7,815 Added 3.61%	224,441 $15.8 Million
Q3 2023 Oct 25, 2023	BUY	$63.23 - $68.5 $303,061 - $328,320	4,793 Added 2.26%	216,626 $13.8 Million
Q2 2023 Jul 27, 2023	BUY	$61.86 - $66.66 $2.01 Million - $2.17 Million	32,523 Added 18.14%	211,833 $14.1 Million
Q1 2023 May 15, 2023	SELL	$59.34 - $63.43 $1.44 Million - $1.54 Million	-24,200 Reduced 11.89%	179,310 $11.2 Million
Q4 2022 Mar 01, 2023	BUY	$54.71 - $63.51 $11.1 Million - $12.9 Million	203,510 New	203,510 $12.3 Billion

Others Institutions Holding DGRW

# of Institutions

684

Shares Held

133M

Call Options Held

16.5K

Put Options Held

200

View Full List

About WISDOMTREE TR US QUALITY DIVID

Ticker DGRW
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Continuum Wealth Advisors, LLC Wisdomtree Tr Us Quality Divid Transaction History