Fiduciary Planning LLC Wisdomtree Tr Us Quality Divid Transaction History

Fiduciary Planning LLC

$232 Million
Q1 2025

A detailed history of Fiduciary Planning LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Fiduciary Planning LLC holds 553,851 shares of DGRW stock, worth $43 Million. This represents 18.85% of its overall portfolio holdings.

Number of Shares

553,851

Previous 527,667 4.96%

Holding current value

$43 Million

Previous $42.7 Million 2.6%

% of portfolio

18.85%

Previous 18.2%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	BUY	$78.0 - $84.37 $2.04 Million - $2.21 Million	26,184 Added 4.96%	553,851 $43.8 Million
Q4 2024 Jan 24, 2025	BUY	$80.93 - $85.66 $2.07 Million - $2.19 Million	25,573 Added 5.09%	527,667 $42.7 Million
Q3 2024 Oct 22, 2024	BUY	$75.88 - $83.21 $1.4 Million - $1.54 Million	18,477 Added 3.82%	502,094 $41.8 Million
Q2 2024 Aug 06, 2024	BUY	$72.31 - $79.02 $1.57 Million - $1.72 Million	21,708 Added 4.7%	483,617 $37.7 Million
Q1 2024 Apr 29, 2024	BUY	$69.56 - $76.3 $1.03 Million - $1.13 Million	14,802 Added 3.31%	461,909 $35.2 Million
Q4 2023 Jan 25, 2024	BUY	$61.43 - $70.36 $18.5 Million - $21.2 Million	301,805 Added 207.71%	447,107 $31.4 Million
Q3 2023 Oct 26, 2023	BUY	$63.23 - $68.5 $9.19 Million - $9.95 Million	145,302 New	145,302 $9.23 Million

Others Institutions Holding DGRW

# of Institutions

768

Shares Held

148M

Call Options Held

8.3K

Put Options Held

2.4K

View Full List

About WISDOMTREE TR US QUALITY DIVID

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Fiduciary Planning LLC Wisdomtree Tr Us Quality Divid Transaction History