Obsidian Personal Planning Solutions LLC Wisdomtree Tr Us Quality Divid Transaction History

Obsidian Personal Planning Solutions LLC

$244 Million
Q2 2025

A detailed history of Obsidian Personal Planning Solutions LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Obsidian Personal Planning Solutions LLC holds 4,222 shares of DGRW stock, worth $376,560. This represents 0.14% of its overall portfolio holdings.

Number of Shares

4,222

Previous 4,222 -0.0%

Holding current value

$376,560

Previous $337,000 4.75%

% of portfolio

0.14%

Previous 0.15%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 16, 2025	BUY	$78.0 - $84.37 $14,430 - $15,608	185 Added 4.58%	4,222 $337,000
Q3 2024 Nov 06, 2024	SELL	$75.88 - $83.21 $46,286 - $50,758	-610 Reduced 13.13%	4,037 $335,000
Q1 2024 May 09, 2024	SELL	$69.56 - $76.3 $9,042 - $9,919	-130 Reduced 2.72%	4,647 $354,000
Q4 2023 Jan 31, 2024	BUY	$61.43 - $70.36 $5,221 - $5,980	85 Added 1.81%	4,777 $335,000
Q3 2023 Nov 15, 2023	BUY	$63.23 - $68.5 $63,040 - $68,294	997 Added 26.98%	4,692 $297,000
Q4 2022 Jan 18, 2023	SELL	$54.71 - $63.51 $18,820 - $21,847	-344 Reduced 8.52%	3,695 $223,000
Q2 2022 Jul 19, 2022	BUY	$55.42 - $64.55 $223,841 - $260,717	4,039 New	4,039 $231,000

Others Institutions Holding DGRW

# of Institutions

794

Shares Held

154M

Call Options Held

Put Options Held

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About WISDOMTREE TR US QUALITY DIVID

Ticker DGRW
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Obsidian Personal Planning Solutions LLC Wisdomtree Tr Us Quality Divid Transaction History