Triad Wealth Partners, LLC Wisdomtree Tr Us Quality Divid Transaction History

Triad Wealth Partners, LLC

  • $188 Billion
  • Q3 2024

A detailed history of Triad Wealth Partners, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 98,317 shares of DGRW stock, worth $8.11 Million. This represents 4.35% of its overall portfolio holdings.

Number of Shares
98,317
Previous 135,522 27.45%
Holding current value
$8.11 Million
Previous $10.6 Billion 22.66%
% of portfolio
4.35%
Previous 5.54%

Shares

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

Oct 21, 2024
SELL
$75.88 - $83.21 $2.82 Million - $3.1 Million
-37,205 Reduced 27.45%
98,317 $8.18 Billion
Q2 2024

Jul 18, 2024
BUY
$72.31 - $79.02 $1.46 Million - $1.6 Million
20,192 Added 17.51%
135,522 $10.6 Billion
Q1 2024

Apr 23, 2024
BUY
$69.56 - $76.3 $8.02 Million - $8.8 Million
115,330 New
115,330 $8.79 Billion

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

DGRW Quotes by TradingView
  • Ticker DGRW
  • Sector ETFs
  • Industry ETFs
More about DGRW
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