Holistic Planning, LLC Wisdomtree Tr Us Quality Divid Transaction History

Holistic Planning, LLC

  • $381 Billion
  • Q3 2025

A detailed history of Holistic Planning, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Holistic Planning, LLC holds 7,069 shares of DGRW stock, worth $627,868. This represents 0.17% of its overall portfolio holdings.

Number of Shares
7,069
Previous 6,734 4.97%
Holding current value
$627,868
Previous $564 Million 11.52%
% of portfolio
0.17%
Previous 0.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
$84.28 - $89.46 $28,233 - $29,969
335 Added 4.97%
7,069 $629 Million
Q2 2025

Jul 28, 2025
BUY
$71.28 - $83.74 $275,069 - $323,152
3,859 Added 134.23%
6,734 $564 Million
Q1 2025

Apr 23, 2025
BUY
$78.0 - $84.37 $224,250 - $242,563
2,875 New
2,875 $230 Million

Others Institutions Holding DGRW

# of Institutions
810
Shares Held
151M
Call Options Held
2.7K
Put Options Held
5.8K
View Full List

About WISDOMTREE TR US QUALITY DIVID

DGRW Quotes by TradingView
  • Ticker DGRW
  • Sector ETFs
  • Industry ETFs
More about DGRW
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