Wetherby Asset Management Inc Wisdomtree Tr Us Quality Divid Transaction History
Wetherby Asset Management Inc
- $2.13 Billion
- Q3 2024
A detailed history of Wetherby Asset Management Inc transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Wetherby Asset Management Inc holds 6,274 shares of DGRW stock, worth $517,667. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,274
Previous 5,940
5.62%
Holding current value
$517,667
Previous $463,000
12.74%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding DGRW
# of Institutions
684Shares Held
133MCall Options Held
16.5KPut Options Held
200-
Pnc Financial Services Group, Inc. Pittsburgh, PA18.9MShares$1.56 Billion1.01% of portfolio
-
Bank Of America Corp Charlotte, NC11.7MShares$968 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.2MShares$925 Million0.43% of portfolio
-
Morgan Stanley New York, NY8.38MShares$692 Million0.05% of portfolio
-
Hamilton Capital, LLC Columbus, OH6.64MShares$548 Million40.18% of portfolio