Comprehensive Financial Planning, Inc./Pa Wisdomtree Tr Us Quality Divid Transaction History

Comprehensive Financial Planning, Inc./Pa

  • $146 Billion
  • Q3 2025

A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 27,091 shares of DGRW stock, worth $2.41 Million. This represents 1.65% of its overall portfolio holdings.

Number of Shares
27,091
Previous 25,024 8.26%
Holding current value
$2.41 Million
Previous $2.1 Billion 15.01%
% of portfolio
1.65%
Previous 1.65%

Shares

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

Nov 12, 2025
BUY
$84.28 - $89.46 $174,206 - $184,913
2,067 Added 8.26%
27,091 $2.41 Billion
Q2 2025

Aug 08, 2025
BUY
$71.28 - $83.74 $56,026 - $65,819
786 Added 3.24%
25,024 $2.1 Billion
Q1 2025

May 09, 2025
SELL
$78.0 - $84.37 $2,496 - $2,699
-32 Reduced 0.13%
24,238 $1.94 Billion
Q4 2024

Jan 28, 2025
BUY
$80.93 - $85.66 $1.96 Million - $2.08 Million
24,270 New
24,270 $1.96 Billion

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

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