Western Wealth Management, LLC Wisdomtree Tr Us Quality Divid Transaction History

Western Wealth Management, LLC

$321 Million
Q4 2024

A detailed history of Western Wealth Management, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Western Wealth Management, LLC holds 32,245 shares of DGRW stock, worth $2.55 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares

32,245

Previous 154,050 79.07%

Holding current value

$2.55 Million

Previous $12.8 Million 79.65%

% of portfolio

0.81%

Previous 0.74%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 18, 2025	SELL	$80.93 - $85.66 $9.86 Million - $10.4 Million	-121,805 Reduced 79.07%	32,245 $2.61 Million
Q3 2024 Nov 12, 2024	BUY	$75.88 - $83.21 $3.34 Million - $3.67 Million	44,064 Added 40.06%	154,050 $12.8 Million
Q2 2024 Jul 19, 2024	BUY	$72.31 - $79.02 $283,527 - $309,837	3,921 Added 3.7%	109,986 $8.58 Million
Q1 2024 May 02, 2024	BUY	$69.56 - $76.3 $174,247 - $191,131	2,505 Added 2.42%	106,065 $8.08 Million
Q4 2023 Jan 31, 2024	BUY	$61.43 - $70.36 $1.4 Million - $1.61 Million	22,864 Added 28.33%	103,560 $7.28 Million
Q3 2023 Nov 07, 2023	BUY	$63.23 - $68.5 $749,401 - $811,862	11,852 Added 17.22%	80,696 $5.12 Million
Q2 2023 Aug 30, 2023	BUY	$61.86 - $66.66 $1.07 Million - $1.16 Million	17,340 Added 33.67%	68,844 $4.59 Million
Q1 2023 Aug 30, 2023	BUY	$59.34 - $63.43 $356,218 - $380,770	6,003 Added 13.19%	51,504 $3.21 Million
Q4 2022 Feb 02, 2023	SELL	$54.71 - $63.51 $1.82 Million - $2.11 Million	-33,284 Reduced 42.25%	45,501 $2.75 Million
Q3 2022 Nov 04, 2022	BUY	$53.91 - $63.08 $2.1 Million - $2.46 Million	38,962 Added 97.84%	78,785 $4.25 Million
Q2 2022 Jul 18, 2022	BUY	$55.42 - $64.55 $73,154 - $85,206	1,320 Added 3.43%	39,823 $2.29 Million
Q1 2022 May 10, 2022	BUY	$60.09 - $66.2 $1.23 Million - $1.35 Million	20,463 Added 113.43%	38,503 $2.45 Million
Q4 2021 Feb 14, 2022	SELL	$58.98 - $66.05 $1,710 - $1,915	-29 Reduced 0.16%	18,040 $1.18 Million
Q2 2021 Aug 09, 2021	BUY	$57.5 - $60.08 $192,855 - $201,508	3,354 Added 22.79%	18,069 $1.08 Million
Q1 2021 May 14, 2021	SELL	$53.02 - $57.54 $93,527 - $101,500	-1,764 Reduced 10.7%	14,715 $842,000
Q4 2020 Feb 10, 2021	BUY	$47.73 - $53.96 $33,506 - $37,879	702 Added 4.45%	16,479 $889,000
Q3 2020 Oct 27, 2020	SELL	$45.51 - $51.78 $38,182 - $43,443	-839 Reduced 5.05%	15,777 $782,000
Q2 2020 Jul 20, 2020	BUY	$37.38 - $47.13 $55,770 - $70,317	1,492 Added 9.87%	16,616 $756,000
Q1 2020 Apr 27, 2020	BUY	$33.65 - $49.64 $67,737 - $99,925	2,013 Added 15.35%	15,124 $590,000
Q4 2019 Feb 10, 2020	BUY	$43.65 - $48.63 $3,273 - $3,647	75 Added 0.58%	13,111 $635,000
Q3 2019 Nov 08, 2019	SELL	$44.66 - $45.42 $11,120 - $11,309	-249 Reduced 1.87%	13,036 $587,000
Q2 2019 Aug 06, 2019	BUY	N/A	335 Added 2.59%	13,285 $579,000
Q1 2019 May 10, 2019	BUY	N/A	12,950 New	12,950 $558,000

Others Institutions Holding DGRW

# of Institutions

759

Shares Held

148M

Call Options Held

8.3K

Put Options Held

2.4K

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About WISDOMTREE TR US QUALITY DIVID

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Western Wealth Management, LLC Wisdomtree Tr Us Quality Divid Transaction History