Wealth Management Resources, Inc. Wisdomtree Tr Us Quality Divid Transaction History

Wealth Management Resources, Inc.

$250 Million
Q3 2024

A detailed history of Wealth Management Resources, Inc. transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Wealth Management Resources, Inc. holds 165,542 shares of DGRW stock, worth $13.7 Million. This represents 5.5% of its overall portfolio holdings.

Number of Shares

165,542

Previous 166,543 0.6%

Holding current value

$13.7 Million

Previous $13 Million 5.97%

% of portfolio

5.5%

Previous 5.59%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$75.88 - $83.21 $75,955 - $83,293	-1,001 Reduced 0.6%	165,542 $13.8 Million
Q2 2024 Jul 17, 2024	SELL	$72.31 - $79.02 $855,065 - $934,411	-11,825 Reduced 6.63%	166,543 $13 Million
Q1 2024 Apr 19, 2024	SELL	$69.56 - $76.3 $146,771 - $160,993	-2,110 Reduced 1.17%	178,368 $13.6 Million
Q4 2023 Jan 19, 2024	SELL	$61.43 - $70.36 $117,884 - $135,020	-1,919 Reduced 1.05%	180,478 $12.7 Million
Q3 2023 Oct 24, 2023	SELL	$63.23 - $68.5 $27,441 - $29,729	-434 Reduced 0.24%	182,397 $11.6 Million
Q2 2023 Jul 11, 2023	SELL	$61.86 - $66.66 $429,370 - $462,687	-6,941 Reduced 3.66%	182,831 $12.2 Million
Q1 2023 Apr 10, 2023	BUY	$59.34 - $63.43 $89,128 - $95,271	1,502 Added 0.8%	189,772 $11.8 Million
Q4 2022 Jan 17, 2023	SELL	$54.71 - $63.51 $37,148 - $43,123	-679 Reduced 0.36%	188,270 $0
Q3 2022 Oct 13, 2022	BUY	$53.91 - $63.08 $98,601 - $115,373	1,829 Added 0.98%	188,949 $10.2 Million
Q2 2022 Jul 22, 2022	BUY	$55.42 - $64.55 $2.62 Million - $3.06 Million	47,354 Added 33.88%	187,120 $10.7 Million
Q1 2022 Apr 20, 2022	BUY	$60.09 - $66.2 $70,966 - $78,182	1,181 Added 0.85%	139,766 $8.9 Million
Q4 2021 Feb 10, 2022	BUY	$58.98 - $66.05 $8.17 Million - $9.15 Million	138,585 New	138,585 $9.13 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
Sector ETFs
Industry ETFs

More about DGRW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Management Resources, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wealth Management Resources, Inc. with notifications on news.

Account

Wealth Management Resources, Inc. Wisdomtree Tr Us Quality Divid Transaction History