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 483,617 shares of DGRW stock, worth $38.7 Million. This represents 18.39% of its overall portfolio holdings.

Number of Shares
483,617
Previous 461,909 4.7%
Holding current value
$38.7 Million
Previous $35.2 Million 7.26%
% of portfolio
18.39%
Previous 16.58%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About WISDOMTREE TR US QUALITY DIVID


  • Ticker DGRW
  • Sector ETFs
  • Industry ETFs
More about DGRW
Track This Portfolio

Track Fiduciary Planning LLC Portfolio

Follow Fiduciary Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fiduciary Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fiduciary Planning LLC with notifications on news.