A detailed history of First Purpose Wealth LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, First Purpose Wealth LLC holds 5,789 shares of DGRW stock, worth $477,766. This represents 0.16% of its overall portfolio holdings.

Number of Shares
5,789
Previous 5,699 1.58%
Holding current value
$477,766
Previous $400,000 10.25%
% of portfolio
0.16%
Previous 0.16%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024

BUY
$69.56 - $76.3 $6,260 - $6,867
90 Added 1.58%
5,789 $441,000
Q4 2023

Apr 22, 2024

BUY
$61.43 - $70.36 $48,836 - $55,936
795 Added 16.21%
5,699 $400,000
Q3 2023

Oct 30, 2023

BUY
$63.23 - $68.5 $21,814 - $23,632
345 Added 7.57%
4,904 $311,000
Q2 2023

Jul 21, 2023

BUY
$61.86 - $66.66 $44,106 - $47,528
713 Added 18.54%
4,559 $303,000
Q1 2023

May 03, 2023

BUY
$59.34 - $63.43 $228,221 - $243,951
3,846 New
3,846 $239,000

Others Institutions Holding DGRW

About WISDOMTREE TR US QUALITY DIVID


  • Ticker DGRW
  • Sector ETFs
  • Industry ETFs
More about DGRW
Track This Portfolio

Track First Purpose Wealth LLC Portfolio

Follow First Purpose Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of First Purpose Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on First Purpose Wealth LLC with notifications on news.