Regent Peak Wealth Advisors LLC Wisdomtree Tr Us Quality Divid Transaction History

Regent Peak Wealth Advisors LLC

  • $428 Million
  • Q1 2025

A detailed history of Regent Peak Wealth Advisors LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 4,777 shares of DGRW stock, worth $360,090. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,777
Previous 4,777 -0.0%
Holding current value
$360,090
Previous $386,000 2.33%
% of portfolio
0.09%
Previous 0.09%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 07, 2025
BUY
$80.93 - $85.66 $21,203 - $22,442
262 Added 5.8%
4,777 $386,000
Q3 2024

Oct 16, 2024
SELL
$75.88 - $83.21 $1,138 - $1,248
-15 Reduced 0.33%
4,515 $375,000
Q2 2024

Aug 14, 2024
BUY
$72.31 - $79.02 $289 - $316
4 Added 0.09%
4,530 $353,000
Q1 2024

May 01, 2024
BUY
$69.56 - $76.3 $1,043 - $1,144
15 Added 0.33%
4,526 $344,000
Q4 2023

Jan 23, 2024
BUY
$61.43 - $70.36 $3,562 - $4,080
58 Added 1.3%
4,511 $317,000
Q3 2023

Nov 03, 2023
SELL
$63.23 - $68.5 $110,652 - $119,875
-1,750 Reduced 28.21%
4,453 $282,000
Q2 2023

Jul 19, 2023
SELL
$61.86 - $66.66 $46,704 - $50,328
-755 Reduced 10.85%
6,203 $413,000
Q1 2023

Apr 24, 2023
BUY
$59.34 - $63.43 $11,571 - $12,368
195 Added 2.88%
6,958 $433,000
Q4 2022

Feb 08, 2023
BUY
$54.71 - $63.51 $12,200 - $14,162
223 Added 3.41%
6,763 $408,000
Q3 2022

Nov 14, 2022
SELL
$53.91 - $63.08 $106,040 - $124,078
-1,967 Reduced 23.12%
6,540 $352,000
Q2 2022

Aug 11, 2022
BUY
$55.42 - $64.55 $471,457 - $549,126
8,507 New
8,507 $487,000

Others Institutions Holding DGRW

# of Institutions
761
Shares Held
149M
Call Options Held
8.3K
Put Options Held
2.4K
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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