Valmark Advisers, Inc. Wisdomtree Tr Us Quality Divid Transaction History

Valmark Advisers, Inc.

$6.34 Billion
Q3 2024

A detailed history of Valmark Advisers, Inc. transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Valmark Advisers, Inc. holds 46,374 shares of DGRW stock, worth $3.83 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

46,374

Previous 79,609 41.75%

Holding current value

$3.83 Million

Previous $6.21 Million 37.9%

% of portfolio

0.06%

Previous 0.11%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$75.88 - $83.21 $2.52 Million - $2.77 Million	-33,235 Reduced 41.75%	46,374 $3.86 Million
Q2 2024 Jul 31, 2024	BUY	$72.31 - $79.02 $1.81 Million - $1.97 Million	24,965 Added 45.69%	79,609 $6.21 Million
Q1 2024 May 03, 2024	BUY	$69.56 - $76.3 $84,793 - $93,009	1,219 Added 2.28%	54,644 $4.16 Million
Q4 2023 Feb 02, 2024	BUY	$61.43 - $70.36 $2.95 Million - $3.38 Million	48,007 Added 886.06%	53,425 $3.75 Million
Q3 2023 Nov 07, 2023	SELL	$63.23 - $68.5 $802,199 - $869,059	-12,687 Reduced 70.07%	5,418 $343,000
Q2 2023 Aug 02, 2023	SELL	$61.86 - $66.66 $2.45 Million - $2.64 Million	-39,634 Reduced 68.64%	18,105 $1.21 Million
Q1 2023 May 01, 2023	BUY	$59.34 - $63.43 $20,769 - $22,200	350 Added 0.61%	57,739 $3.6 Million
Q4 2022 Feb 06, 2023	BUY	$54.71 - $63.51 $2.89 Million - $3.35 Million	52,754 Added 1138.17%	57,389 $3.46 Million
Q3 2022 Nov 02, 2022	BUY	$53.91 - $63.08 $249,872 - $292,375	4,635 New	4,635 $250,000

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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Valmark Advisers, Inc. Wisdomtree Tr Us Quality Divid Transaction History