A detailed history of Sea Crest Wealth Management, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 20,035 shares of DGRW stock, worth $1.65 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
20,035
Previous 19,948 0.44%
Holding current value
$1.65 Million
Previous $1.56 Million 7.13%
% of portfolio
0.18%
Previous 0.18%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

BUY
$75.88 - $83.21 $6,601 - $7,239
87 Added 0.44%
20,035 $1.67 Million
Q2 2024

Jul 19, 2024

BUY
$72.31 - $79.02 $297,483 - $325,088
4,114 Added 25.98%
19,948 $1.56 Million
Q1 2024

Apr 18, 2024

BUY
$69.56 - $76.3 $653,933 - $717,296
9,401 Added 146.14%
15,834 $1.21 Million
Q4 2023

Jan 18, 2024

SELL
$61.43 - $70.36 $304,078 - $348,282
-4,950 Reduced 43.49%
6,433 $452,000
Q3 2023

Oct 12, 2023

BUY
$63.23 - $68.5 $19,664 - $21,303
311 Added 2.81%
11,383 $722,000
Q2 2023

Jul 14, 2023

SELL
$61.86 - $66.66 $42,312 - $45,595
-684 Reduced 5.82%
11,072 $738,000
Q1 2023

May 11, 2023

BUY
$59.34 - $63.43 $20,709 - $22,137
349 Added 3.06%
11,756 $732,000
Q4 2022

Feb 14, 2023

BUY
$54.71 - $63.51 $14,279 - $16,576
261 Added 2.34%
11,407 $688,000
Q3 2022

Nov 14, 2022

BUY
$53.91 - $63.08 $600,880 - $703,089
11,146 New
11,146 $601,000

Others Institutions Holding DGRW

About WISDOMTREE TR US QUALITY DIVID


  • Ticker DGRW
  • Sector ETFs
  • Industry ETFs
More about DGRW
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