United Capital Financial Advisers, LLC Wisdomtree Tr Us Quality Divid Transaction History

United Capital Financial Advisers, LLC

  • $11.7 Billion
  • Q4 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 84,614 shares of DGRW stock, worth $7.13 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
84,614
Previous 79,701 6.16%
Holding current value
$7.13 Million
Previous $6.63 Million 3.26%
% of portfolio
0.06%
Previous 0.03%

Shares

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

Feb 13, 2025
BUY
$80.93 - $85.66 $397,609 - $420,847
4,913 Added 6.16%
84,614 $6.85 Million
Q3 2024

Nov 12, 2024
SELL
$75.88 - $83.21 $114,427 - $125,480
-1,508 Reduced 1.86%
79,701 $6.63 Million
Q2 2024

Aug 14, 2024
SELL
$72.31 - $79.02 $481,729 - $526,431
-6,662 Reduced 7.58%
81,209 $6.34 Million
Q1 2024

May 15, 2024
SELL
$69.56 - $76.3 $450,261 - $493,889
-6,473 Reduced 6.86%
87,871 $6.69 Million
Q4 2023

Feb 14, 2024
BUY
$61.43 - $70.36 $145,281 - $166,401
2,365 Added 2.57%
94,344 $6.63 Million
Q3 2023

Nov 14, 2023
BUY
$63.23 - $68.5 $68,478 - $74,185
1,083 Added 1.19%
91,979 $5.84 Million
Q2 2023

Aug 14, 2023
SELL
$61.86 - $66.66 $365,035 - $393,360
-5,901 Reduced 6.1%
90,896 $6.06 Million
Q1 2023

Aug 14, 2023
BUY
$59.34 - $63.43 $350,165 - $374,300
5,901 Added 6.49%
96,797 $6.03 Million
Q1 2023

May 15, 2023
SELL
$59.34 - $63.43 $110,965 - $118,614
-1,870 Reduced 1.9%
96,797 $6.03 Million
Q4 2022

Feb 14, 2023
SELL
$54.71 - $63.51 $36,546 - $42,424
-668 Reduced 0.67%
98,667 $5.96 Million
Q3 2022

Nov 14, 2022
BUY
$53.91 - $63.08 $905,472 - $1.06 Million
16,796 Added 20.35%
99,335 $5.36 Million
Q2 2022

Aug 11, 2022
BUY
$55.42 - $64.55 $282,642 - $329,205
5,100 Added 6.59%
82,539 $4.73 Million
Q1 2022

May 16, 2022
SELL
$60.09 - $66.2 $70,605 - $77,785
-1,175 Reduced 1.49%
77,439 $4.93 Million
Q4 2021

Feb 14, 2022
SELL
$58.98 - $66.05 $270,423 - $302,839
-4,585 Reduced 5.51%
78,614 $5.18 Million
Q3 2021

Nov 15, 2021
SELL
$58.84 - $62.73 $305,497 - $325,694
-5,192 Reduced 5.87%
83,199 $4.9 Million
Q2 2021

Aug 13, 2021
BUY
$57.5 - $60.08 $39,847 - $41,635
693 Added 0.79%
88,391 $5.27 Million
Q1 2021

May 14, 2021
BUY
$53.02 - $57.54 $32,501 - $35,272
613 Added 0.7%
87,698 $5.02 Million
Q4 2020

Feb 17, 2021
SELL
$47.73 - $53.96 $227,003 - $256,633
-4,756 Reduced 5.18%
87,085 $4.7 Million
Q3 2020

Nov 13, 2020
BUY
$45.51 - $51.78 $163,244 - $185,734
3,587 Added 4.06%
91,841 $4.55 Million
Q2 2020

Aug 13, 2020
BUY
$37.38 - $47.13 $88,627 - $111,745
2,371 Added 2.76%
88,254 $4.02 Million
Q1 2020

May 15, 2020
BUY
$33.65 - $49.64 $390,070 - $575,426
11,592 Added 15.6%
85,883 $3.34 Million
Q4 2019

Feb 14, 2020
BUY
$43.65 - $48.63 $270,717 - $301,603
6,202 Added 9.11%
74,291 $3.6 Million
Q3 2019

Nov 14, 2019
BUY
$44.66 - $45.42 $175,290 - $178,273
3,925 Added 6.12%
68,089 $3.07 Million
Q2 2019

Aug 13, 2019
BUY
N/A
3,701 Added 6.12%
64,164 $2.8 Million
Q1 2019

May 14, 2019
BUY
N/A
7,126 Added 13.36%
60,463 $2.6 Million
Q4 2018

Feb 14, 2019
BUY
N/A
4,783 Added 9.85%
53,337 $2.04 Million
Q3 2018

Nov 14, 2018
BUY
N/A
4,809 Added 10.99%
48,554 $2.15 Million
Q2 2018

Aug 14, 2018
SELL
N/A
-3,326 Reduced 7.07%
43,745 $1.79 Million
Q1 2018

May 15, 2018
BUY
N/A
3,465 Added 7.95%
47,071 $1.9 Million
Q4 2017

Feb 13, 2018
BUY
N/A
2,583 Added 6.3%
43,606 $1.81 Million
Q3 2017

Nov 14, 2017
BUY
N/A
33,243 Added 427.29%
41,023 $1.57 Million
Q2 2017

Aug 14, 2017
BUY
N/A
7,780
7,780 $286,000

Others Institutions Holding DGRW

# of Institutions
752
Shares Held
148M
Call Options Held
8.3K
Put Options Held
2.4K
View Full List

About WISDOMTREE TR US QUALITY DIVID

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