Everhart Financial Group, Inc. Wisdomtree Tr Us Quality Divid Transaction History

Everhart Financial Group, Inc.

$1.05 Billion
Q4 2025

A detailed history of Everhart Financial Group, Inc. transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 2,804 shares of DGRW stock, worth $249,051. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,804

Previous 3,016 7.03%

Holding current value

$249,051

Previous $268,000 7.09%

% of portfolio

0.02%

Previous 0.03%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	SELL	$87.0 - $90.6 $18,444 - $19,207	-212 Reduced 7.03%	2,804 $249,000
Q3 2025 Nov 04, 2025	SELL	$84.28 - $89.46 $62,114 - $65,932	-737 Reduced 19.64%	3,016 $268,000
Q4 2024 Jan 30, 2025	BUY	$80.93 - $85.66 $58,350 - $61,760	721 Added 23.78%	3,753 $303,000
Q4 2023 Jan 12, 2024	BUY	$61.43 - $70.36 $186,255 - $213,331	3,032 New	3,032 $213,000
Q2 2023 Jul 13, 2023	BUY	$61.86 - $66.66 $187,559 - $202,113	3,032 New	3,032 $202,000

Q4 2022 Feb 09, 2023	BUY	$54.71 - $63.51 $391,450 - $454,414	7,155 New	7,155 $431,000
Q2 2022 Jul 12, 2022	BUY	$55.42 - $64.55 $11,915 - $13,878	215 Added 6.26%	3,647 $209,000
Q1 2022 Apr 18, 2022	BUY	$60.09 - $66.2 $206,228 - $227,198	3,432 New	3,432 $219,000
Q2 2021 Jul 16, 2021	SELL	$57.5 - $60.08 $209,070 - $218,450	-3,636 Closed	0 $0
Q1 2021 Apr 13, 2021	BUY	$53.02 - $57.54 $192,780 - $209,215	3,636 New	3,636 $208,000

Others Institutions Holding DGRW

# of Institutions

809

Shares Held

151M

Call Options Held

2.7K

Put Options Held

5.8K

View Full List

About WISDOMTREE TR US QUALITY DIVID

Ticker DGRW
Sector ETFs
Industry ETFs

More about DGRW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Everhart Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Everhart Financial Group, Inc. with notifications on news.

Account

Everhart Financial Group, Inc. Wisdomtree Tr Us Quality Divid Transaction History