Marcum Wealth, LLC Wisdomtree Tr Us Quality Divid Transaction History

Marcum Wealth, LLC

$1.14 Billion
Q1 2025

A detailed history of Marcum Wealth, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Marcum Wealth, LLC holds 2,954 shares of DGRW stock, worth $262,374. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,954

Previous 2,952 0.07%

Holding current value

$262,374

Previous $238,000 2.1%

% of portfolio

0.02%

Previous 0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 02, 2025	BUY	$78.0 - $84.37 $156 - $168	2 Added 0.07%	2,954 $233,000
Q4 2024 Jan 13, 2025	BUY	$80.93 - $85.66 $238,905 - $252,868	2,952 New	2,952 $238,000
Q4 2022 Jan 12, 2023	SELL	$54.71 - $63.51 $18,273 - $21,212	-334 Reduced 5.56%	5,676 $0
Q3 2022 Oct 11, 2022	BUY	$53.91 - $63.08 $1,832 - $2,144	34 Added 0.57%	6,010 $324,000
Q2 2022 Jul 14, 2022	BUY	$55.42 - $64.55 $20,616 - $24,012	372 Added 6.64%	5,976 $342,000

Q1 2022 Apr 20, 2022	BUY	$60.09 - $66.2 $3,905 - $4,303	65 Added 1.17%	5,604 $357,000
Q4 2021 Feb 01, 2022	BUY	$58.98 - $66.05 $412 - $462	7 Added 0.13%	5,539 $365,000
Q3 2021 Nov 08, 2021	BUY	$58.84 - $62.73 $109,501 - $116,740	1,861 Added 50.69%	5,532 $326,000
Q2 2021 Aug 10, 2021	BUY	$57.5 - $60.08 $977 - $1,021	17 Added 0.47%	3,671 $219,000
Q1 2021 May 11, 2021	BUY	$53.02 - $57.54 $193,735 - $210,251	3,654 New	3,654 $209,000

Others Institutions Holding DGRW

# of Institutions

811

Shares Held

151M

Call Options Held

2.7K

Put Options Held

5.8K

View Full List

About WISDOMTREE TR US QUALITY DIVID

Ticker DGRW
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Marcum Wealth, LLC Wisdomtree Tr Us Quality Divid Transaction History