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

Key Client Fiduciary Advisors, LLC

  • $201 Million
  • Q3 2024

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 8,141 shares of DGRW stock, worth $671,876. This represents 0.34% of its overall portfolio holdings.

Number of Shares
8,141
Previous 7,932 2.63%
Holding current value
$671,876
Previous $619,000 9.37%
% of portfolio
0.34%
Previous 0.34%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
684
Shares Held
133M
Call Options Held
16.5K
Put Options Held
200
View Full List

About WISDOMTREE TR US QUALITY DIVID

DGRW Quotes by TradingView
  • Ticker DGRW
  • Sector ETFs
  • Industry ETFs
More about DGRW
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