Monterey Private Wealth, Inc. Wisdomtree Tr Us Quality Divid Transaction History

Monterey Private Wealth, Inc.

  • $338 Million
  • Q1 2025

A detailed history of Monterey Private Wealth, Inc. transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 134,676 shares of DGRW stock, worth $12 Million. This represents 3.19% of its overall portfolio holdings.

Number of Shares
134,676
Previous 126,874 6.15%
Holding current value
$12 Million
Previous $10.3 Million 4.75%
% of portfolio
3.19%
Previous 3.39%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$78.0 - $84.37 $608,556 - $658,254
7,802 Added 6.15%
134,676 $10.8 Million
Q4 2024

Jan 16, 2025
BUY
$80.93 - $85.66 $169,305 - $179,200
2,092 Added 1.68%
126,874 $10.3 Million
Q3 2024

Oct 03, 2024
BUY
$75.88 - $83.21 $323,400 - $354,641
4,262 Added 3.54%
124,782 $10.4 Million
Q2 2024

Jul 08, 2024
BUY
$72.31 - $79.02 $35,721 - $39,035
494 Added 0.41%
120,520 $9.41 Million
Q1 2024

Apr 09, 2024
BUY
$69.56 - $76.3 $28,171 - $30,901
405 Added 0.34%
120,026 $9.14 Million
Q4 2023

Jan 12, 2024
BUY
$61.43 - $70.36 $39,192 - $44,889
638 Added 0.54%
119,621 $8.41 Million
Q3 2023

Oct 10, 2023
BUY
$63.23 - $68.5 $36,420 - $39,456
576 Added 0.49%
118,983 $7.55 Million
Q2 2023

Jul 11, 2023
BUY
$61.86 - $66.66 $32,352 - $34,863
523 Added 0.44%
118,407 $7.89 Million
Q1 2023

Apr 06, 2023
BUY
$59.34 - $63.43 $17,505 - $18,711
295 Added 0.25%
117,884 $7.35 Million
Q4 2022

Jan 20, 2023
BUY
$54.71 - $63.51 $59,798 - $69,416
1,093 Added 0.94%
117,589 $0
Q3 2022

Oct 11, 2022
BUY
$53.91 - $63.08 $6.28 Million - $7.35 Million
116,496 New
116,496 $6.37 Million

Others Institutions Holding DGRW

# of Institutions
810
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
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