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

Everhart Financial Group, Inc.

$477 Million
Q4 2024

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 3,753 shares of DGRW stock, worth $316,377. This represents 0.06% of its overall portfolio holdings.

Number of Shares

3,753

Previous 3,032 23.78%

Holding current value

$316,377

Previous $252,000 20.24%

% of portfolio

0.06%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

752

Shares Held

148M

Call Options Held

8.3K

Put Options Held

2.4K

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About WISDOMTREE TR US QUALITY DIVID

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