A detailed history of Duncan Williams Asset Management, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Duncan Williams Asset Management, LLC holds 149,126 shares of DGRW stock, worth $12.3 Million. This represents 6.84% of its overall portfolio holdings.

Number of Shares
149,126
Previous 114,296 30.47%
Holding current value
$12.3 Million
Previous $8.92 Billion 39.1%
% of portfolio
6.84%
Previous 7.52%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 03, 2024

BUY
$75.88 - $83.21 $2.64 Million - $2.9 Million
34,830 Added 30.47%
149,126 $12.4 Billion
Q2 2024

Jul 11, 2024

BUY
$72.31 - $79.02 $814,716 - $890,318
11,267 Added 10.94%
114,296 $8.92 Billion
Q1 2024

Apr 03, 2024

BUY
$69.56 - $76.3 $7.17 Million - $7.86 Million
103,029 New
103,029 $7.85 Billion

Others Institutions Holding DGRW

About WISDOMTREE TR US QUALITY DIVID


  • Ticker DGRW
  • Sector ETFs
  • Industry ETFs
More about DGRW
Track This Portfolio

Track Duncan Williams Asset Management, LLC Portfolio

Follow Duncan Williams Asset Management, 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 Duncan Williams Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Duncan Williams Asset Management, LLC with notifications on news.