Envestnet Portfolio Solutions, Inc. Wisdomtree Tr Us Quality Divid Transaction History

Envestnet Portfolio Solutions, Inc.

$23.8 Billion
Q3 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 99,660 shares of DGRW stock, worth $8.85 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

99,660

Previous 94,874 5.04%

Holding current value

$8.85 Million

Previous $7.94 Million 11.59%

% of portfolio

0.04%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	BUY	$84.28 - $89.46 $403,364 - $428,155	4,786 Added 5.04%	99,660 $8.87 Million
Q2 2025 Jul 25, 2025	SELL	$71.28 - $83.74 $416,916 - $489,795	-5,849 Reduced 5.81%	94,874 $7.94 Million
Q1 2025 Apr 21, 2025	BUY	$78.0 - $84.37 $8,892 - $9,618	114 Added 0.11%	100,723 $8.04 Million
Q4 2024 Feb 10, 2025	BUY	$80.93 - $85.66 $180,069 - $190,593	2,225 Added 2.26%	100,609 $8.14 Million
Q3 2024 Oct 31, 2024	SELL	$75.88 - $83.21 $444,884 - $487,860	-5,863 Reduced 5.62%	98,384 $8.19 Million

Q2 2024 Jul 16, 2024	BUY	$72.31 - $79.02 $228,282 - $249,466	3,157 Added 3.12%	104,247 $8.14 Million
Q1 2024 May 06, 2024	BUY	$69.56 - $76.3 $436,280 - $478,553	6,272 Added 6.61%	101,090 $7.7 Million
Q4 2023 Feb 07, 2024	SELL	$61.43 - $70.36 $648,270 - $742,509	-10,553 Reduced 10.02%	94,818 $6.66 Million
Q3 2023 Nov 13, 2023	BUY	$63.23 - $68.5 $6.66 Million - $7.22 Million	105,371 New	105,371 $6.69 Million

Others Institutions Holding DGRW

# of Institutions

813

Shares Held

151M

Call Options Held

2.7K

Put Options Held

5.8K

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About WISDOMTREE TR US QUALITY DIVID

Ticker DGRW
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Envestnet Portfolio Solutions, Inc. Wisdomtree Tr Us Quality Divid Transaction History