Fin Trust Capital Advisors, LLC Wisdomtree Tr Us Quality Divid Transaction History

Fin Trust Capital Advisors, LLC

$577 Million
Q3 2024

A detailed history of Fin Trust Capital Advisors, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Fin Trust Capital Advisors, LLC holds 31,045 shares of DGRW stock, worth $2.34 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

31,045

Previous 28,705 8.15%

Holding current value

$2.34 Million

Previous $2.24 Million 15.31%

% of portfolio

0.45%

Previous 0.43%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$75.88 - $83.21 $177,559 - $194,711	2,340 Added 8.15%	31,045 $2.58 Million
Q2 2024 Jul 24, 2024	BUY	$72.31 - $79.02 $205,649 - $224,732	2,844 Added 11.0%	28,705 $2.24 Million
Q1 2024 May 02, 2024	BUY	$69.56 - $76.3 $71,368 - $78,283	1,026 Added 4.13%	25,861 $1.97 Million
Q4 2023 Feb 13, 2024	BUY	$61.43 - $70.36 $73,900 - $84,643	1,203 Added 5.09%	24,835 $1.75 Million
Q3 2023 Oct 24, 2023	BUY	$63.23 - $68.5 $352,823 - $382,230	5,580 Added 30.91%	23,632 $1.5 Million
Q4 2022 Feb 14, 2023	BUY	$54.71 - $63.51 $162,105 - $188,180	2,963 Added 19.64%	18,052 $1.09 Million
Q3 2022 Oct 20, 2022	BUY	$53.91 - $63.08 $207,014 - $242,227	3,840 Added 34.14%	15,089 $853,000
Q2 2022 Jul 26, 2022	BUY	$55.42 - $64.55 $438,704 - $510,977	7,916 Added 237.5%	11,249 $665,000
Q1 2022 May 03, 2022	BUY	$60.09 - $66.2 $111,106 - $122,403	1,849 Added 124.6%	3,333 $212,000
Q4 2020 Feb 16, 2021	SELL	$47.73 - $53.96 $11,407 - $12,896	-239 Reduced 13.87%	1,484 $80,000
Q2 2020 Sep 11, 2020	BUY	$37.38 - $47.13 $64,405 - $81,204	1,723 New	1,723 $78,000
Q2 2020 Aug 14, 2020	SELL	$37.38 - $47.13 $64,405 - $81,204	-1,723 Closed	0 $0
Q1 2020 May 15, 2020	BUY	$33.65 - $49.64 $437 - $645	13 Added 0.76%	1,723 $67,000
Q2 2019 Aug 01, 2019	BUY	N/A	1,710 New	1,710 $75,000

Others Institutions Holding DGRW

# of Institutions

761

Shares Held

149M

Call Options Held

8.3K

Put Options Held

2.4K

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 Fin Trust Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fin Trust Capital Advisors, LLC with notifications on news.

Account

Fin Trust Capital Advisors, LLC Wisdomtree Tr Us Quality Divid Transaction History