Paul Damon & Associates, Inc. Wisdomtree Tr Us Quality Divid Transaction History

Paul Damon & Associates, Inc.

$155 Billion
Q3 2024

A detailed history of Paul Damon & Associates, Inc. transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Paul Damon & Associates, Inc. holds 148,402 shares of DGRW stock, worth $12.2 Million. This represents 7.96% of its overall portfolio holdings.

Number of Shares

148,402

Previous 150,149 1.16%

Holding current value

$12.2 Million

Previous $11.7 Billion 5.37%

% of portfolio

7.96%

Previous 7.99%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$75.88 - $83.21 $132,562 - $145,367	-1,747 Reduced 1.16%	148,402 $12.3 Billion
Q2 2024 Jul 17, 2024	SELL	$72.31 - $79.02 $265,811 - $290,477	-3,676 Reduced 2.39%	150,149 $11.7 Billion
Q1 2024 Apr 22, 2024	SELL	$69.56 - $76.3 $3.4 Million - $3.73 Million	-48,854 Reduced 24.1%	153,825 $11.7 Billion
Q4 2023 Jan 31, 2024	SELL	$61.43 - $70.36 $936,008 - $1.07 Million	-15,237 Reduced 6.99%	202,679 $14.2 Billion
Q3 2023 Oct 25, 2023	BUY	$63.23 - $68.5 $409,730 - $443,880	6,480 Added 3.06%	217,916 $13.8 Billion
Q2 2023 Jul 24, 2023	BUY	$61.86 - $66.66 $372,335 - $401,226	6,019 Added 2.93%	211,436 $14.1 Billion
Q1 2023 May 15, 2023	BUY	$59.34 - $63.43 $7.97 Million - $8.51 Million	134,235 Added 188.58%	205,417 $12.8 Billion
Q4 2022 Feb 07, 2023	BUY	$54.71 - $63.51 $3.89 Million - $4.52 Million	71,182 New	71,182 $4.3 Billion

Others Institutions Holding DGRW

# of Institutions

684

Shares Held

133M

Call Options Held

16.5K

Put Options Held

200

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About WISDOMTREE TR US QUALITY DIVID

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Paul Damon & Associates, Inc. Wisdomtree Tr Us Quality Divid Transaction History