Defined Financial Planning LLC Wisdomtree Tr Us Quality Divid Transaction History

Defined Financial Planning LLC

  • $121 Billion
  • Q3 2025

A detailed history of Defined Financial Planning LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Defined Financial Planning LLC holds 105,749 shares of DGRW stock, worth $9.39 Million. This represents 7.82% of its overall portfolio holdings.

Number of Shares
105,749
Previous 124,470 15.04%
Holding current value
$9.39 Million
Previous $10.5 Billion 10.36%
% of portfolio
7.82%
Previous 9.34%

Shares

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

Oct 14, 2025
SELL
$84.28 - $89.46 $1.58 Million - $1.67 Million
-18,721 Reduced 15.04%
105,749 $9.43 Billion
Q2 2025

Jul 22, 2025
BUY
$71.28 - $83.74 $1.32 Million - $1.55 Million
18,515 Added 17.47%
124,470 $10.5 Billion
Q1 2025

Apr 15, 2025
BUY
$78.0 - $84.37 $1.47 Million - $1.59 Million
18,815 Added 21.59%
105,955 $8.49 Billion
Q4 2024

Feb 13, 2025
BUY
$80.93 - $85.66 $7.05 Million - $7.46 Million
87,140 New
87,140 $7.05 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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