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

Mosaic Financial Group, LLC

  • $141 Million
  • Q3 2024

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 12,886 shares of DGRW stock, worth $1.08 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares
12,886
Previous 10,939 17.8%
Holding current value
$1.08 Million
Previous $854,000 25.53%
% of portfolio
0.76%
Previous 0.61%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
693
Shares Held
134M
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
Track This Portfolio

Track Mosaic Financial Group, LLC Portfolio

Follow Mosaic Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mosaic Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mosaic Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email