Tempus Wealth Planning, LLC Wisdomtree Tr Us Quality Divid Transaction History

Tempus Wealth Planning, LLC

$255 Million
Q3 2024

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 $1.02 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

12,436

Previous 12,238 1.62%

Holding current value

$1.02 Million

Previous $955,000 8.27%

% of portfolio

0.41%

Previous 0.42%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

690

Shares Held

134M

Call Options Held

16.5K

Put Options Held

200

View Full List

About WISDOMTREE TR US QUALITY DIVID

Ticker DGRW
Sector ETFs
Industry ETFs

More about DGRW

Track This Portfolio

Portfolio Update

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

News

Stay updated on Tempus Wealth Planning, LLC with notifications on news.

Account

Tempus Wealth Planning, LLC Wisdomtree Tr Us Quality Divid Transaction History