A detailed history of Tempus Wealth Planning, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 12,436 shares of DGRW stock, worth $1.05 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
12,436
Previous 12,238 1.62%
Holding current value
$1.05 Million
Previous $955,000 8.27%
% of portfolio
0.41%
Previous 0.42%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024

BUY
$75.88 - $83.21 $15,024 - $16,475
198 Added 1.62%
12,436 $1.03 Million
Q2 2024

Jul 25, 2024

BUY
$72.31 - $79.02 $15,040 - $16,436
208 Added 1.73%
12,238 $955,000
Q1 2024

Apr 19, 2024

SELL
$69.56 - $76.3 $140,093 - $153,668
-2,014 Reduced 14.34%
12,030 $916,000
Q4 2023

Jan 23, 2024

SELL
$61.43 - $70.36 $55,471 - $63,535
-903 Reduced 6.04%
14,044 $987,000
Q3 2023

Oct 31, 2023

SELL
$63.23 - $68.5 $8,725 - $9,453
-138 Reduced 0.91%
14,947 $948,000
Q2 2023

Jul 21, 2023

BUY
$61.86 - $66.66 $933,158 - $1.01 Million
15,085 New
15,085 $1.01 Million

Others Institutions Holding DGRW

About WISDOMTREE TR US QUALITY DIVID


  • Ticker DGRW
  • Sector ETFs
  • Industry ETFs
More about DGRW
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