Wealth Plan Partners, LLC Wisdomtree Tr Us Quality Divid Transaction History

Wealth Plan Partners, LLC

$705 Billion
Q4 2024

A detailed history of Wealth Plan Partners, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 4,872 shares of DGRW stock, worth $388,298. This represents 0.06% of its overall portfolio holdings.

Number of Shares

4,872

Previous 7,262 32.91%

Holding current value

$388,298

Previous $604 Million 34.75%

% of portfolio

0.06%

Previous 0.08%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$80.93 - $85.66 $193,422 - $204,727	-2,390 Reduced 32.91%	4,872 $394 Million
Q3 2024 Nov 05, 2024	SELL	$75.88 - $83.21 $239,553 - $262,693	-3,157 Reduced 30.3%	7,262 $604 Million
Q2 2024 Aug 09, 2024	BUY	$72.31 - $79.02 $17,788 - $19,438	246 Added 2.42%	10,419 $813 Million
Q1 2024 May 07, 2024	SELL	$69.56 - $76.3 $69 - $76	-1 Reduced 0.01%	10,173 $775 Million
Q4 2023 Jan 05, 2024	BUY	$61.43 - $70.36 $8,968 - $10,272	146 Added 1.46%	10,174 $715 Million
Q3 2023 Nov 01, 2023	BUY	$63.23 - $68.5 $96,425 - $104,462	1,525 Added 17.93%	10,028 $637 Million
Q2 2023 Jul 31, 2023	SELL	$61.86 - $66.66 $108,069 - $116,455	-1,747 Reduced 17.04%	8,503 $567 Million
Q1 2023 May 10, 2023	SELL	$59.34 - $63.43 $733,679 - $784,248	-12,364 Reduced 54.67%	10,250 $639 Million
Q4 2022 Feb 16, 2023	BUY	$54.71 - $63.51 $54,053 - $62,747	988 Added 4.57%	22,614 $1.43 Billion
Q1 2022 May 03, 2022	BUY	$60.09 - $66.2 $54,141 - $59,646	901 Added 4.35%	21,626 $1.32 Million
Q4 2021 Feb 01, 2022	BUY	$58.98 - $66.05 $77,794 - $87,119	1,319 Added 6.8%	20,725 $1.32 Million
Q3 2021 Dec 09, 2021	SELL	$58.84 - $62.73 $183,875 - $196,031	-3,125 Reduced 13.87%	19,406 $0
Q2 2021 Aug 19, 2021	SELL	$57.5 - $60.08 $35,937 - $37,550	-625 Reduced 2.7%	22,531 $1.4 Million
Q1 2021 May 11, 2021	BUY	$53.02 - $57.54 $82,021 - $89,014	1,547 Added 7.16%	23,156 $1.37 Million
Q4 2020 Feb 09, 2021	SELL	$47.73 - $53.96 $120,900 - $136,680	-2,533 Reduced 10.49%	21,609 $1.17 Million
Q3 2020 Dec 18, 2020	SELL	$45.51 - $51.78 $36,726 - $41,786	-807 Reduced 3.23%	24,142 $1.25 Million
Q2 2020 Aug 19, 2020	BUY	$37.38 - $47.13 $514,124 - $648,226	13,754 Added 122.86%	24,949 $1.23 Million
Q1 2020 May 15, 2020	BUY	$33.65 - $49.64 $376,711 - $555,719	11,195 New	11,195 $473,000

Others Institutions Holding DGRW

# of Institutions

759

Shares Held

148M

Call Options Held

8.3K

Put Options Held

2.4K

View Full List

About WISDOMTREE TR US QUALITY DIVID

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Wealth Plan Partners, LLC Wisdomtree Tr Us Quality Divid Transaction History