Win Advisors, Inc Wisdomtree Tr Us Quality Divid Transaction History

Win Advisors, Inc

$201 Million
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 24, 2024	SELL	$69.56 - $76.3 $14.9 Million - $16.3 Million	-213,494 Reduced 97.51%	5,462 $416,000
Q4 2023 Feb 05, 2024	BUY	$61.43 - $70.36 $13.5 Million - $15.4 Million	218,956 New	218,956 $15.4 Million
Q2 2023 Jul 13, 2023	BUY	$61.86 - $66.66 $2.02 Million - $2.17 Million	32,622 New	32,622 $2.17 Million
Q4 2022 Feb 14, 2023	SELL	$54.71 - $63.51 $17,671 - $20,513	-323 Reduced 29.5%	772 $46,000
Q3 2022 Oct 27, 2022	SELL	$53.91 - $63.08 $36,928 - $43,209	-685 Reduced 38.48%	1,095 $59,000
Q2 2022 Jul 18, 2022	SELL	$55.42 - $64.55 $4.72 Million - $5.5 Million	-85,170 Reduced 97.95%	1,780 $103,000
Q1 2022 May 13, 2022	SELL	$60.09 - $66.2 $49.1 Million - $54.1 Million	-817,041 Reduced 90.38%	86,950 $5.54 Million
Q4 2021 Feb 14, 2022	BUY	$58.98 - $66.05 $53.3 Million - $59.7 Million	903,991 New	903,991 $59.5 Million

Others Institutions Holding DGRW

# of Institutions

731

Shares Held

144M

Call Options Held

16.5K

Put Options Held

200

Pnc Financial Services Group, Inc. Pittsburgh, PA

19.1M
Shares

$1.59 Billion
1.04% of portfolio
Lpl Financial LLC Fort Mill, SC

12M
Shares

$999 Million
0.41% of portfolio
Bank Of America Corp Charlotte, NC

11.7M
Shares

$977 Million
0.08% of portfolio
Morgan Stanley New York, NY

8.38M
Shares

$698 Million
0.05% of portfolio
Hamilton Capital, LLC Columbus, OH

6.64M
Shares

$553 Million
40.18% of portfolio

About WISDOMTREE TR US QUALITY DIVID

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