Kovitz Investment Group Partners, LLC Wisdomtree Tr Us Quality Divid Transaction History

Kovitz Investment Group Partners, LLC

$28.6 Billion
Q4 2024

A detailed history of Kovitz Investment Group Partners, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 1,317,212 shares of DGRW stock, worth $108 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

1,317,212

Previous 1,317,214 -0.0%

Holding current value

$108 Million

Previous $107 Million 0.0%

% of portfolio

0.37%

Previous 0.37%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$80.93 - $85.66 $161 - $171	-2 Reduced -0.0%	1,317,212 $107 Million
Q4 2024 Feb 14, 2025	BUY	$80.93 - $85.66 $2.23 Million - $2.36 Million	27,602 Added 2.14%	1,317,214 $107 Million
Q3 2024 Nov 14, 2024	BUY	$75.88 - $83.21 $97.5 Million - $107 Million	1,284,875 Added 27124.23%	1,289,612 $107 Million
Q2 2023 Aug 08, 2023	SELL	$61.86 - $66.66 $7,052 - $7,599	-114 Reduced 2.35%	4,737 $315,000
Q1 2023 May 11, 2023	SELL	$59.34 - $63.43 $83,076 - $88,802	-1,400 Reduced 22.4%	4,851 $302,000
Q3 2022 Nov 09, 2022	SELL	$53.91 - $63.08 $44,637 - $52,230	-828 Reduced 11.7%	6,251 $337,000
Q2 2022 Aug 02, 2022	SELL	$55.42 - $64.55 $13,855 - $16,137	-250 Reduced 3.41%	7,079 $406,000
Q1 2022 Apr 22, 2022	BUY	$60.09 - $66.2 $440,399 - $485,179	7,329 New	7,329 $467,000

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

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 Kovitz Investment Group Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kovitz Investment Group Partners, LLC with notifications on news.

Account

Kovitz Investment Group Partners, LLC Wisdomtree Tr Us Quality Divid Transaction History