Future Financial Wealth Managment LLC Wisdomtree Tr Us Quality Divid Transaction History

Future Financial Wealth Managment LLC

$135 Million
Q4 2024

A detailed history of Future Financial Wealth Managment LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Future Financial Wealth Managment LLC holds 6,018 shares of DGRW stock, worth $507,317. This represents 0.36% of its overall portfolio holdings.

Number of Shares

6,018

Previous 6,009 0.15%

Holding current value

$507,317

Previous $500,000 2.6%

% of portfolio

0.36%

Previous 0.36%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$80.93 - $85.66 $728 - $770	9 Added 0.15%	6,018 $487,000
Q3 2024 Oct 08, 2024	BUY	$75.88 - $83.21 $3,111 - $3,411	41 Added 0.69%	6,009 $500,000
Q2 2024 Jul 16, 2024	SELL	$72.31 - $79.02 $273,476 - $298,853	-3,782 Reduced 38.79%	5,968 $465,000
Q1 2024 Apr 15, 2024	SELL	$69.56 - $76.3 $24,902 - $27,315	-358 Reduced 3.54%	9,750 $742,000
Q4 2023 Jan 18, 2024	BUY	$61.43 - $70.36 $798 - $914	13 Added 0.13%	10,108 $710,000
Q3 2023 Oct 20, 2023	SELL	$63.23 - $68.5 $2,718 - $2,945	-43 Reduced 0.42%	10,095 $640,000
Q2 2023 Jul 18, 2023	BUY	$61.86 - $66.66 $123 - $133	2 Added 0.02%	10,138 $675,000
Q1 2023 Apr 04, 2023	SELL	$59.34 - $63.43 $472,880 - $505,473	-7,969 Reduced 44.02%	10,136 $631,000
Q4 2022 Jan 05, 2023	BUY	$54.71 - $63.51 $207,515 - $240,893	3,793 Added 26.5%	18,105 $0
Q3 2022 Oct 13, 2022	SELL	$53.91 - $63.08 $2,533 - $2,964	-47 Reduced 0.33%	14,312 $820,000
Q1 2022 May 03, 2022	BUY	$60.09 - $66.2 $5,167 - $5,693	86 Added 0.6%	14,359 $914,000
Q4 2021 Jan 07, 2022	BUY	$58.98 - $66.05 $77,027 - $86,261	1,306 Added 10.07%	14,273 $940,000
Q2 2021 Aug 04, 2021	BUY	$57.5 - $60.08 $42,607 - $44,519	741 Added 6.06%	12,967 $774,000
Q1 2021 May 05, 2021	BUY	$53.02 - $57.54 $86,581 - $93,962	1,633 Added 15.42%	12,226 $699,000
Q4 2020 Feb 03, 2021	BUY	$47.73 - $53.96 $505,603 - $571,598	10,593 New	10,593 $572,000

Others Institutions Holding DGRW

# of Institutions

752

Shares Held

148M

Call Options Held

8.3K

Put Options Held

2.4K

View Full List

About WISDOMTREE TR US QUALITY DIVID

Ticker DGRW
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Future Financial Wealth Managment LLC Wisdomtree Tr Us Quality Divid Transaction History