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

Tempus Wealth Planning, LLC

$297 Million
Q4 2024

A detailed history of Tempus Wealth Planning, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 34,539 shares of DGRW stock, worth $2.87 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares

34,539

Previous 12,436 177.73%

Holding current value

$2.87 Million

Previous $1.03 Million 170.31%

% of portfolio

0.94%

Previous 0.41%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$80.93 - $85.66 $1.79 Million - $1.89 Million	22,103 Added 177.73%	34,539 $2.8 Million
Q3 2024 Oct 22, 2024	BUY	$75.88 - $83.21 $15,024 - $16,475	198 Added 1.62%	12,436 $1.03 Million
Q2 2024 Jul 25, 2024	BUY	$72.31 - $79.02 $15,040 - $16,436	208 Added 1.73%	12,238 $955,000
Q1 2024 Apr 19, 2024	SELL	$69.56 - $76.3 $140,093 - $153,668	-2,014 Reduced 14.34%	12,030 $916,000
Q4 2023 Jan 23, 2024	SELL	$61.43 - $70.36 $55,471 - $63,535	-903 Reduced 6.04%	14,044 $987,000
Q3 2023 Oct 31, 2023	SELL	$63.23 - $68.5 $8,725 - $9,453	-138 Reduced 0.91%	14,947 $948,000
Q2 2023 Jul 21, 2023	BUY	$61.86 - $66.66 $933,158 - $1.01 Million	15,085 New	15,085 $1.01 Million

Others Institutions Holding DGRW

# of Institutions

755

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