Financial Advocates Investment Management Wisdomtree Tr Us Quality Divid Transaction History

Financial Advocates Investment Management

  • $1.71 Billion
  • Q4 2024

A detailed history of Financial Advocates Investment Management transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Financial Advocates Investment Management holds 14,282 shares of DGRW stock, worth $1.2 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
14,282
Previous 13,413 6.48%
Holding current value
$1.2 Million
Previous $1.12 Million 3.49%
% of portfolio
0.07%
Previous 0.06%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$80.93 - $85.66 $70,328 - $74,438
869 Added 6.48%
14,282 $1.16 Million
Q3 2024

Oct 25, 2024
BUY
$75.88 - $83.21 $72,920 - $79,964
961 Added 7.72%
13,413 $1.12 Million
Q2 2024

Jul 26, 2024
BUY
$72.31 - $79.02 $10,629 - $11,615
147 Added 1.19%
12,452 $971,000
Q1 2024

May 01, 2024
BUY
$69.56 - $76.3 $695 - $763
10 Added 0.08%
12,305 $937,000
Q4 2023

Feb 08, 2024
BUY
$61.43 - $70.36 $143,316 - $164,149
2,333 Added 23.42%
12,295 $864,000
Q3 2023

Oct 27, 2023
BUY
$63.23 - $68.5 $21,308 - $23,084
337 Added 3.5%
9,962 $632,000
Q2 2023

Aug 07, 2023
BUY
$61.86 - $66.66 $2,721 - $2,933
44 Added 0.46%
9,625 $641,000
Q1 2023

May 11, 2023
SELL
$59.34 - $63.43 $58,212 - $62,224
-981 Reduced 9.29%
9,581 $597,000
Q4 2022

Feb 14, 2023
SELL
$54.71 - $63.51 $112,921 - $131,084
-2,064 Reduced 16.35%
10,562 $637,000
Q3 2022

Nov 14, 2022
SELL
$53.91 - $63.08 $472,844 - $553,274
-8,771 Reduced 40.99%
12,626 $681,000
Q2 2022

Aug 12, 2022
BUY
$55.42 - $64.55 $461,316 - $537,314
8,324 Added 63.67%
21,397 $1.23 Million
Q1 2022

May 11, 2022
BUY
$60.09 - $66.2 $379,588 - $418,185
6,317 Added 93.5%
13,073 $832,000
Q4 2021

Feb 14, 2022
BUY
$58.98 - $66.05 $398,468 - $446,233
6,756 New
6,756 $445,000
Q1 2019

May 16, 2019
SELL
N/A
-58,233 Closed
0 $0
Q4 2018

Feb 14, 2019
SELL
N/A
-3,107 Reduced 5.07%
58,233 $0
Q3 2018

Nov 14, 2018
SELL
N/A
-610 Reduced 0.98%
61,340 $0
Q2 2018

Aug 09, 2018
SELL
N/A
-4,029 Reduced 6.11%
61,950 $2.55 Million
Q1 2018

May 11, 2018
BUY
N/A
1,187 Added 1.83%
65,979 $2.66 Million
Q4 2017

Feb 15, 2018
BUY
N/A
64,792
64,792 $2.69 Million

Others Institutions Holding DGRW

# of Institutions
752
Shares Held
148M
Call Options Held
8.3K
Put Options Held
2.4K
View Full List

About WISDOMTREE TR US QUALITY DIVID

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