Fiduciary Planning LLC Wisdomtree Tr Us Quality Divid Transaction History

Fiduciary Planning LLC

$257 Million
Q3 2025

A detailed history of Fiduciary Planning LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Fiduciary Planning LLC holds 551,306 shares of DGRW stock, worth $49 Million. This represents 19.1% of its overall portfolio holdings.

Number of Shares

551,306

Previous 521,262 5.76%

Holding current value

$49 Million

Previous $43.7 Million 12.36%

% of portfolio

19.1%

Previous 18.61%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$84.28 - $89.46 $2.53 Million - $2.69 Million	30,044 Added 5.76%	551,306 $49 Million
Q2 2025 Jul 29, 2025	SELL	$71.28 - $83.74 $2.32 Million - $2.73 Million	-32,589 Reduced 5.88%	521,262 $43.7 Million
Q1 2025 Apr 11, 2025	BUY	$78.0 - $84.37 $2.04 Million - $2.21 Million	26,184 Added 4.96%	553,851 $43.8 Million
Q4 2024 Jan 24, 2025	BUY	$80.93 - $85.66 $2.07 Million - $2.19 Million	25,573 Added 5.09%	527,667 $42.7 Million
Q3 2024 Oct 22, 2024	BUY	$75.88 - $83.21 $1.4 Million - $1.54 Million	18,477 Added 3.82%	502,094 $41.8 Million

Q2 2024 Aug 06, 2024	BUY	$72.31 - $79.02 $1.57 Million - $1.72 Million	21,708 Added 4.7%	483,617 $37.7 Million
Q1 2024 Apr 29, 2024	BUY	$69.56 - $76.3 $1.03 Million - $1.13 Million	14,802 Added 3.31%	461,909 $35.2 Million
Q4 2023 Jan 25, 2024	BUY	$61.43 - $70.36 $18.5 Million - $21.2 Million	301,805 Added 207.71%	447,107 $31.4 Million
Q3 2023 Oct 26, 2023	BUY	$63.23 - $68.5 $9.19 Million - $9.95 Million	145,302 New	145,302 $9.23 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

Ticker DGRW
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Fiduciary Planning LLC Wisdomtree Tr Us Quality Divid Transaction History