Summit Trail Advisors, LLC Wisdomtree Tr Us Quality Divid Transaction History

Summit Trail Advisors, LLC

  • $2.68 Billion
  • Q4 2024

A detailed history of Summit Trail Advisors, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 38,837 shares of DGRW stock, worth $3.08 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
38,837
Previous 17,495 121.99%
Holding current value
$3.08 Million
Previous $1.46 Million 116.01%
% of portfolio
0.12%
Previous 0.04%

Shares

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

Jan 29, 2025
BUY
$80.93 - $85.66 $1.73 Million - $1.83 Million
21,342 Added 121.99%
38,837 $3.14 Million
Q3 2024

Nov 12, 2024
BUY
$75.88 - $83.21 $5,008 - $5,491
66 Added 0.38%
17,495 $1.46 Million
Q2 2024

Aug 13, 2024
BUY
$72.31 - $79.02 $44,759 - $48,913
619 Added 3.68%
17,429 $1.36 Million
Q1 2024

Apr 23, 2024
BUY
$69.56 - $76.3 $1.17 Million - $1.28 Million
16,810 New
16,810 $1.28 Million
Q1 2022

May 16, 2022
SELL
$60.09 - $66.2 $1.16 Million - $1.28 Million
-19,385 Closed
0 $0
Q4 2021

Feb 11, 2022
BUY
$58.98 - $66.05 $5,780 - $6,472
98 Added 0.51%
19,385 $1.28 Million
Q3 2021

Nov 16, 2021
BUY
$58.84 - $62.73 $4,766 - $5,081
81 Added 0.42%
19,287 $1.14 Million
Q2 2021

Aug 16, 2021
BUY
$57.5 - $60.08 $5,347 - $5,587
93 Added 0.49%
19,206 $1.15 Million
Q1 2021

May 17, 2021
BUY
$53.02 - $57.54 $4,029 - $4,373
76 Added 0.4%
19,113 $1.09 Million
Q4 2020

Feb 16, 2021
BUY
$47.73 - $53.96 $908,636 - $1.03 Million
19,037 New
19,037 $1.03 Million

Others Institutions Holding DGRW

# of Institutions
759
Shares Held
148M
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
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More about DGRW
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