Zimmermann Investment Management & Planning LLC Wisdomtree Tr Us Quality Divid Transaction History

Zimmermann Investment Management & Planning LLC

  • $287 Million
  • Q3 2024

A detailed history of Zimmermann Investment Management & Planning LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Zimmermann Investment Management & Planning LLC holds 25,240 shares of DGRW stock, worth $2.06 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares
25,240
Previous 23,946 5.4%
Holding current value
$2.06 Million
Previous $1.87 Million 12.42%
% of portfolio
0.73%
Previous 0.66%

Shares

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

Oct 24, 2024
BUY
$75.88 - $83.21 $98,188 - $107,673
1,294 Added 5.4%
25,240 $2.1 Million
Q2 2024

Jul 26, 2024
SELL
$72.31 - $79.02 $68,405 - $74,752
-946 Reduced 3.8%
23,946 $1.87 Million
Q1 2024

Apr 22, 2024
BUY
$69.56 - $76.3 $170,978 - $187,545
2,458 Added 10.96%
24,892 $1.9 Million
Q4 2023

Jan 22, 2024
SELL
$61.43 - $70.36 $413,116 - $473,171
-6,725 Reduced 23.06%
22,434 $1.58 Million
Q3 2023

Oct 31, 2023
SELL
$63.23 - $68.5 $8.49 Million - $9.2 Million
-134,241 Reduced 82.15%
29,159 $1.85 Million
Q2 2023

Jul 13, 2023
BUY
$61.86 - $66.66 $273,854 - $295,103
4,427 Added 2.78%
163,400 $10.9 Million
Q1 2023

Apr 25, 2023
BUY
$59.34 - $63.43 $911,818 - $974,665
15,366 Added 10.7%
158,973 $9.91 Million
Q4 2022

Jan 20, 2023
BUY
$54.71 - $63.51 $2.32 Million - $2.69 Million
42,337 Added 41.81%
143,607 $0
Q3 2022

Nov 01, 2022
BUY
$53.91 - $63.08 $5 Million - $5.85 Million
92,708 Added 1082.78%
101,270 $5.46 Million
Q2 2022

Jul 28, 2022
BUY
$55.42 - $64.55 $474,506 - $552,677
8,562 New
8,562 $491,000

Others Institutions Holding DGRW

# of Institutions
684
Shares Held
133M
Call Options Held
16.5K
Put Options Held
200
View Full List

About WISDOMTREE TR US QUALITY DIVID

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