Capital Planning Advisors, LLC Wisdomtree Tr Us Quality Divid Transaction History

Capital Planning Advisors, LLC

  • $555 Million
  • Q1 2024

A detailed history of Capital Planning Advisors, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 106,670 shares of DGRW stock, worth $8.41 Million. This represents 1.46% of its overall portfolio holdings.

Number of Shares
106,670
Previous 108,409 1.6%
Holding current value
$8.41 Million
Previous $7.62 Million 6.68%
% of portfolio
1.46%
Previous 1.47%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$69.56 - $76.3 $120,964 - $132,685
-1,739 Reduced 1.6%
106,670 $8.13 Million
Q4 2023

Feb 12, 2024
BUY
$61.43 - $70.36 $126,607 - $145,011
2,061 Added 1.94%
108,409 $7.62 Million
Q3 2023

Oct 30, 2023
SELL
$63.23 - $68.5 $50,836 - $55,074
-804 Reduced 0.75%
106,348 $6.75 Million
Q2 2023

Aug 01, 2023
SELL
$61.86 - $66.66 $999,224 - $1.08 Million
-16,153 Reduced 13.1%
107,152 $7.14 Million
Q1 2023

May 15, 2023
SELL
$59.34 - $63.43 $970,861 - $1.04 Million
-16,361 Reduced 11.71%
123,305 $7.69 Million
Q4 2022

Feb 09, 2023
BUY
$58.08 - $63.51 $767,585 - $839,348
13,216 Added 10.45%
139,666 $8.43 Million
Q3 2022

Nov 14, 2022
BUY
N/A
7,006 Added 5.87%
126,450 $6.82 Million
Q2 2022

Aug 10, 2022
BUY
N/A
10,213 Added 9.35%
119,444 $6.85 Million
Q1 2022

May 10, 2022
SELL
N/A
-447 Reduced 0.41%
109,231 $6.96 Million
Q4 2021

Feb 14, 2022
BUY
N/A
2,871 Added 2.69%
109,678 $7.22 Million
Q3 2021

Nov 09, 2021
BUY
N/A
6,666 Added 6.66%
106,807 $6.29 Million
Q2 2021

Aug 13, 2021
BUY
N/A
2,287 Added 2.34%
100,141 $5.98 Million
Q1 2021

Apr 30, 2021
BUY
N/A
3,288 Added 3.48%
97,854 $5.6 Million
Q4 2020

Feb 04, 2021
BUY
N/A
7,952 Added 9.18%
94,566 $5.1 Million
Q3 2020

Nov 12, 2020
BUY
N/A
8,886 Added 11.43%
86,614 $4.29 Million
Q2 2020

Aug 06, 2020
BUY
N/A
5,760 Added 8.0%
77,728 $3.54 Million
Q1 2020

May 11, 2020
SELL
N/A
-496 Reduced 0.68%
71,968 $2.8 Million
Q4 2019

Feb 03, 2020
BUY
N/A
5,039 Added 7.47%
72,464 $3.51 Million
Q3 2019

Nov 05, 2019
SELL
N/A
-56,186 Reduced 45.45%
67,425 $3.04 Million
Q2 2019

Aug 09, 2019
SELL
N/A
-1,564 Reduced 1.25%
123,611 $5.4 Million
Q1 2019

May 14, 2019
SELL
N/A
-34,505 Reduced 21.61%
125,175 $5.39 Million
Q4 2018

Feb 13, 2019
BUY
N/A
159,680 New
159,680 $6.12 Million

Others Institutions Holding DGRW

# of Institutions
624
Shares Held
126M
Call Options Held
5.7K
Put Options Held
0
View Full List

About WISDOMTREE TR US QUALITY DIVID

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