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Position history for Sequoia Financial Advisors, LLCSequoia Financial Advisors, LLC's holdings in WISDOMTREE U.S. QUALITY DIVI

Sequoia Financial Advisors, LLC holds 97,798 shares of DGRW (WISDOMTREE U.S. QUALITY DIVI), worth $9.4M as of 2026-Q2. The position was decreased (-10.0% shares). DGRW represents 0.0% of Sequoia Financial Advisors, LLC's portfolio.

Current Value

$9.4M

Current Shares

97,798

Total Value Change

-$2.3M

Total Shares Change

-42,071

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
97,798
-10.0%
$9.4M0.0%$95.56
0
2026-Q1
Decreased
108,637
-3.0%
$9.5M0.1%$87.51
0
2025-Q4
Decreased
112,047
-6.8%
$10M0.1%$88.85
0
2025-Q3
Decreased
120,292
-4.6%
$10.7M0.1%$88.03
0
2025-Q2
Decreased
126,060
-1.8%
$10.6M0.1%$82.56
0
2025-Q1
Decreased
128,399
-3.1%
$10.3M0.1%$78.42
0
2024-Q4
Decreased
132,545
-5.2%
$10.7M0.1%$79.21
0
2024-Q3
Decreased
139,869
-12.3%
$11.6M0.1%$81.07
0

Other major holders of DGRW: PNC FINANCIAL SERVICES GROUP, INC.

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