Mosaic Financial Group, LLC Wisdomtree Tr Us Quality Divid Transaction History

Mosaic Financial Group, LLC

$141 Million
Q3 2025

A detailed history of Mosaic Financial Group, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Mosaic Financial Group, LLC holds 16,300 shares of DGRW stock, worth $1.45 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares

16,300

Previous 16,263 0.23%

Holding current value

$1.45 Million

Previous $1.36 Million 6.46%

% of portfolio

1.03%

Previous 1.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 19, 2025	BUY	$84.28 - $89.46 $3,118 - $3,310	37 Added 0.23%	16,300 $1.45 Million
Q2 2025 Aug 07, 2025	BUY	$71.28 - $83.74 $2,993 - $3,517	42 Added 0.26%	16,263 $1.36 Million
Q1 2025 May 14, 2025	SELL	$78.0 - $84.37 $74,958 - $81,079	-961 Reduced 5.59%	16,221 $1.3 Million
Q4 2024 Feb 12, 2025	BUY	$80.93 - $85.66 $347,675 - $367,995	4,296 Added 33.34%	17,182 $1.39 Million
Q3 2024 Nov 15, 2024	BUY	$75.88 - $83.21 $147,738 - $162,009	1,947 Added 17.8%	12,886 $1.07 Million

Q2 2024 Aug 15, 2024	BUY	$72.31 - $79.02 $466,833 - $510,153	6,456 Added 144.01%	10,939 $854,000
Q1 2024 May 15, 2024	BUY	$69.56 - $76.3 $311,837 - $342,052	4,483 New	4,483 $342,000

Others Institutions Holding DGRW

# of Institutions

810

Shares Held

151M

Call Options Held

2.7K

Put Options Held

5.8K

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About WISDOMTREE TR US QUALITY DIVID

Ticker DGRW
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Mosaic Financial Group, LLC Wisdomtree Tr Us Quality Divid Transaction History