Key Client Fiduciary Advisors, LLC Wisdomtree Tr Us Quality Divid Transaction History

Key Client Fiduciary Advisors, LLC

  • $242 Million
  • Q3 2025

A detailed history of Key Client Fiduciary Advisors, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 8,664 shares of DGRW stock, worth $769,536. This represents 0.32% of its overall portfolio holdings.

Number of Shares
8,664
Previous 8,720 0.64%
Holding current value
$769,536
Previous $730,000 5.48%
% of portfolio
0.32%
Previous 0.34%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
SELL
$84.28 - $89.46 $4,719 - $5,009
-56 Reduced 0.64%
8,664 $770,000
Q2 2025

Jul 09, 2025
BUY
$71.28 - $83.74 $26,373 - $30,983
370 Added 4.43%
8,720 $730,000
Q1 2025

Apr 10, 2025
BUY
$78.0 - $84.37 $10,530 - $11,389
135 Added 1.64%
8,350 $660,000
Q4 2024

Jan 17, 2025
BUY
$80.93 - $85.66 $5,988 - $6,338
74 Added 0.91%
8,215 $664,000
Q3 2024

Oct 18, 2024
BUY
$75.88 - $83.21 $15,858 - $17,390
209 Added 2.63%
8,141 $677,000
Q2 2024

Jul 16, 2024
BUY
$72.31 - $79.02 $24,946 - $27,261
345 Added 4.55%
7,932 $619,000
Q1 2024

Apr 15, 2024
BUY
$69.56 - $76.3 $28,380 - $31,130
408 Added 5.68%
7,587 $578,000
Q4 2023

Jan 09, 2024
BUY
$61.43 - $70.36 $11,733 - $13,438
191 Added 2.73%
7,179 $504,000
Q3 2023

Nov 14, 2023
BUY
$63.23 - $68.5 $151,815 - $164,468
2,401 Added 52.34%
6,988 $443,000
Q2 2023

Jul 13, 2023
BUY
$61.86 - $66.66 $283,751 - $305,769
4,587 New
4,587 $305,000

Others Institutions Holding DGRW

# of Institutions
812
Shares Held
151M
Call Options Held
2.7K
Put Options Held
5.8K
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 Key Client Fiduciary Advisors, LLC Portfolio

Follow Key Client Fiduciary Advisors, LLC 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 Key Client Fiduciary Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Key Client Fiduciary Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email