Legacy Wealth Planning, LLC Wisdomtree Tr Us Quality Divid Transaction History

Legacy Wealth Planning, LLC

$60.4 Million
Q3 2022

A detailed history of Legacy Wealth Planning, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 123,570 shares of DGRW stock, worth $9.85 Million. This represents 11.02% of its overall portfolio holdings.

Number of Shares

123,570

Previous 127,146 2.81%

Holding current value

$9.85 Million

Previous $7.29 Million 8.58%

% of portfolio

11.02%

Previous 10.45%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	SELL	$53.91 - $63.08 $192,782 - $225,574	-3,576 Reduced 2.81%	123,570 $6.66 Million
Q2 2022 Jul 26, 2022	BUY	$55.42 - $64.55 $950,175 - $1.11 Million	17,145 Added 15.59%	127,146 $7.29 Million
Q1 2022 May 10, 2022	SELL	$60.09 - $66.2 $363,183 - $400,112	-6,044 Reduced 5.21%	110,001 $7 Million
Q4 2021 Feb 14, 2022	SELL	$58.98 - $66.05 $1.52 Million - $1.7 Million	-25,790 Reduced 18.18%	116,045 $7.64 Million
Q3 2021 Nov 12, 2021	SELL	$58.84 - $62.73 $5.28 Million - $5.63 Million	-89,763 Reduced 38.76%	141,835 $8.35 Million
Q2 2021 Aug 16, 2021	BUY	$57.5 - $60.08 $700,522 - $731,954	12,183 Added 5.55%	231,598 $13.8 Million
Q1 2021 May 06, 2021	BUY	$53.02 - $57.54 $101,427 - $110,074	1,913 Added 0.88%	219,415 $12.5 Million
Q4 2020 Feb 12, 2021	SELL	$47.73 - $53.96 $959,229 - $1.08 Million	-20,097 Reduced 8.46%	217,502 $11.7 Million
Q3 2020 Nov 03, 2020	SELL	$45.51 - $51.78 $201,745 - $229,540	-4,433 Reduced 1.83%	237,599 $11.8 Million
Q2 2020 Aug 17, 2020	BUY	$37.38 - $47.13 $8.69 Million - $11 Million	232,388 Added 2409.66%	242,032 $11 Million
Q1 2020 May 18, 2020	SELL	$33.65 - $49.64 $8.02 Million - $11.8 Million	-238,205 Reduced 96.11%	9,644 $9.64 Million
Q1 2020 May 18, 2020	BUY	$33.65 - $49.64 $8.2 Million - $12.1 Million	243,628 Added 5771.81%	247,849 $9.64 Million
Q4 2019 Feb 12, 2020	BUY	$43.65 - $48.63 $184,246 - $205,267	4,221 New	4,221 $205,000

Others Institutions Holding DGRW

# of Institutions

759

Shares Held

148M

Call Options Held

8.3K

Put Options Held

2.4K

View Full List

About WISDOMTREE TR US QUALITY DIVID

Ticker DGRW
Sector ETFs
Industry ETFs

More about DGRW

Track This Portfolio

Portfolio Update

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

News

Stay updated on Legacy Wealth Planning, LLC with notifications on news.

Account

Legacy Wealth Planning, LLC Wisdomtree Tr Us Quality Divid Transaction History