Wealth Plan Investment Management, LLC Wisdomtree Tr Us Quality Divid Transaction History

Wealth Plan Investment Management, LLC

  • $614 Million
  • Q2 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 15,847 shares of DGRW stock, worth $1.31 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
15,847
Previous 15,698 0.95%
Holding current value
$1.31 Million
Previous $1.2 Million 3.34%
% of portfolio
0.2%
Previous 0.2%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
BUY
$72.31 - $79.02 $10,774 - $11,773
149 Added 0.95%
15,847 $1.24 Million
Q1 2024

May 16, 2024
SELL
$69.56 - $76.3 $41,388 - $45,398
-595 Reduced 3.65%
15,698 $1.2 Million
Q4 2023

Jan 05, 2024
BUY
$61.43 - $70.36 $61,368 - $70,289
999 Added 6.53%
16,293 $1.15 Million
Q3 2023

Nov 15, 2023
BUY
$63.23 - $68.5 $332,969 - $360,721
5,266 Added 52.51%
15,294 $971,000
Q3 2023

Nov 09, 2023
BUY
$63.23 - $68.5 $219,597 - $237,900
3,473 Added 52.98%
10,028 $636,000
Q2 2023

Aug 14, 2023
BUY
$61.86 - $66.66 $94,027 - $101,323
1,520 Added 30.19%
6,555 $436,000
Q2 2023

Jul 25, 2023
SELL
$61.86 - $66.66 $560,327 - $603,806
-9,058 Reduced 64.27%
5,035 $335,000
Q1 2023

May 08, 2023
SELL
$59.34 - $63.43 $502,431 - $537,061
-8,467 Reduced 37.53%
14,093 $878,000
Q4 2022

Feb 15, 2023
BUY
$54.71 - $63.51 $47,652 - $55,317
871 Added 4.02%
22,560 $1.36 Million
Q3 2022

Dec 12, 2022
BUY
$53.91 - $63.08 $3,396 - $3,974
63 Added 0.29%
21,689 $1.34 Million
Q1 2022

Sep 07, 2022
BUY
$60.09 - $66.2 $1.3 Million - $1.43 Million
21,626 New
21,626 $1.32 Million

Others Institutions Holding DGRW

# of Institutions
656
Shares Held
129M
Call Options Held
6.1K
Put Options Held
0
View Full List

About WISDOMTREE TR US QUALITY DIVID

DGRW Quotes by TradingView
  • Ticker DGRW
  • Sector ETFs
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More about DGRW
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