Summit Investment Advisory Services, LLC Wisdomtree Tr Us Quality Divid Transaction History

Summit Investment Advisory Services, LLC

$189 Billion
Q3 2024

A detailed history of Summit Investment Advisory Services, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 21,751 shares of DGRW stock, worth $1.8 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares

21,751

Holding current value

$1.8 Million

% of portfolio

0.96%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$75.88 - $83.21 $1.65 Million - $1.81 Million	21,751 New	21,751 $1.81 Billion
Q1 2024 Apr 18, 2024	BUY	$69.56 - $76.3 $79,715 - $87,439	1,146 Added 10.73%	11,825 $901 Million
Q4 2023 Jan 18, 2024	BUY	$61.43 - $70.36 $404,823 - $463,672	6,590 Added 161.16%	10,679 $750 Million
Q3 2023 Oct 10, 2023	SELL	$63.23 - $68.5 $2,465 - $2,671	-39 Reduced 0.94%	4,089 $260 Million
Q2 2023 Jul 26, 2023	SELL	$61.86 - $66.66 $51,900 - $55,927	-839 Reduced 16.89%	4,128 $275 Million
Q1 2023 Apr 17, 2023	BUY	$59.34 - $63.43 $3,026 - $3,234	51 Added 1.04%	4,967 $310 Million
Q4 2022 Feb 02, 2023	BUY	$54.71 - $63.51 $268,954 - $312,215	4,916 New	4,916 $297 Million

Others Institutions Holding DGRW

# of Institutions

684

Shares Held

133M

Call Options Held

16.5K

Put Options Held

200

View Full List

About WISDOMTREE TR US QUALITY DIVID

Ticker DGRW
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Summit Investment Advisory Services, LLC Wisdomtree Tr Us Quality Divid Transaction History