Fiduciary Planning LLC Wisdomtree Tr Us Quality Divid Transaction History

Fiduciary Planning LLC

  • $220 Million
  • Q3 2024

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 502,094 shares of DGRW stock, worth $41.1 Million. This represents 18.99% of its overall portfolio holdings.

Number of Shares
502,094
Previous 483,617 3.82%
Holding current value
$41.1 Million
Previous $37.7 Million 10.68%
% of portfolio
18.99%
Previous 18.39%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
684
Shares Held
133M
Call Options Held
16.5K
Put Options Held
200
View Full List

About WISDOMTREE TR US QUALITY DIVID

DGRW Quotes by TradingView
  • Ticker DGRW
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