Guardian Wealth Management, Inc. Wisdomtree Tr Us Quality Divid Transaction History

Guardian Wealth Management, Inc.

  • $132 Million
  • Q4 2024

A detailed history of Guardian Wealth Management, Inc. transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Guardian Wealth Management, Inc. holds 1,678 shares of DGRW stock, worth $137,361. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,678
Previous 2,283 26.5%
Holding current value
$137,361
Previous $189,000 28.57%
% of portfolio
0.1%
Previous 0.14%

Shares

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

Feb 14, 2025
SELL
$80.93 - $85.66 $48,962 - $51,824
-605 Reduced 26.5%
1,678 $135,000
Q2 2024

Aug 08, 2024
SELL
$72.31 - $79.02 $10,774 - $11,773
-149 Reduced 6.13%
2,283 $178,000
Q1 2024

May 14, 2024
SELL
$69.56 - $76.3 $8,555 - $9,384
-123 Reduced 4.81%
2,432 $185,000
Q4 2023

Feb 14, 2024
SELL
$61.43 - $70.36 $12,838 - $14,705
-209 Reduced 7.56%
2,555 $179,000
Q3 2023

Oct 31, 2023
SELL
$63.23 - $68.5 $41,668 - $45,141
-659 Reduced 19.25%
2,764 $175,000
Q2 2023

Aug 14, 2023
SELL
$61.86 - $66.66 $4,886 - $5,266
-79 Reduced 2.26%
3,423 $228,000
Q1 2023

May 09, 2023
SELL
$59.34 - $63.43 $14,419 - $15,413
-243 Reduced 6.49%
3,502 $218,000
Q4 2022

Feb 10, 2023
SELL
$54.71 - $63.51 $24,455 - $28,388
-447 Reduced 10.66%
3,745 $226,000
Q3 2022

Nov 14, 2022
SELL
$53.91 - $63.08 $25,337 - $29,647
-470 Reduced 10.08%
4,192 $226,000
Q2 2022

Aug 15, 2022
SELL
$55.42 - $64.55 $2,881 - $3,356
-52 Reduced 1.1%
4,662 $267,000
Q1 2022

May 13, 2022
BUY
$60.09 - $66.2 $721 - $794
12 Added 0.26%
4,714 $300,000
Q4 2021

Feb 15, 2022
BUY
$58.98 - $66.05 $277,323 - $310,567
4,702 New
4,702 $310,000

Others Institutions Holding DGRW

# of Institutions
758
Shares Held
148M
Call Options Held
8.3K
Put Options Held
2.4K
View Full List

About WISDOMTREE TR US QUALITY DIVID

DGRW Quotes by TradingView
  • Ticker DGRW
  • Sector ETFs
  • Industry ETFs
More about DGRW
Track This Portfolio

Track Guardian Wealth Management, Inc. Portfolio

Follow Guardian Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Guardian Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Guardian Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email