Sage Private Wealth Group, LLC Wisdomtree Tr Us Quality Divid Transaction History

Sage Private Wealth Group, LLC

  • $133 Million
  • Q4 2024

A detailed history of Sage Private Wealth Group, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Sage Private Wealth Group, LLC holds 243,275 shares of DGRW stock, worth $20.2 Million. This represents 14.79% of its overall portfolio holdings.

Number of Shares
243,275
Previous 256,029 4.98%
Holding current value
$20.2 Million
Previous $21.3 Million 7.59%
% of portfolio
14.79%
Previous 16.79%

Shares

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

Jan 29, 2025
SELL
$80.93 - $85.66 $1.03 Million - $1.09 Million
-12,754 Reduced 4.98%
243,275 $19.7 Million
Q3 2024

Jan 29, 2025
SELL
$75.88 - $83.21 $590,270 - $647,290
-7,779 Reduced 2.95%
256,029 $21.3 Million
Q2 2024

Jan 29, 2025
BUY
$72.31 - $79.02 $4.46 Million - $4.88 Million
61,726 Added 30.55%
263,808 $20.6 Million
Q1 2024

Jan 29, 2025
BUY
$69.56 - $76.3 $782,271 - $858,069
11,246 Added 5.89%
202,082 $15.4 Million
Q4 2023

Jan 29, 2025
BUY
$61.43 - $70.36 $11.7 Million - $13.4 Million
190,836 New
190,836 $13.4 Million

Others Institutions Holding DGRW

# of Institutions
725
Shares Held
142M
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 Sage Private Wealth Group, LLC Portfolio

Follow Sage Private Wealth 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 Sage Private Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage Private Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email