Wealth Plan Partners, LLC Wisdomtree Tr Us Quality Divid Transaction History

Wealth Plan Partners, LLC

  • $745 Billion
  • Q3 2024

A detailed history of Wealth Plan Partners, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 7,262 shares of DGRW stock, worth $599,332. This represents 0.08% of its overall portfolio holdings.

Number of Shares
7,262
Previous 10,419 30.3%
Holding current value
$599,332
Previous $813 Million 25.69%
% of portfolio
0.08%
Previous 0.09%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
SELL
$75.88 - $83.21 $239,553 - $262,693
-3,157 Reduced 30.3%
7,262 $604 Million
Q2 2024

Aug 09, 2024
BUY
$72.31 - $79.02 $17,788 - $19,438
246 Added 2.42%
10,419 $813 Million
Q1 2024

May 07, 2024
SELL
$69.56 - $76.3 $69 - $76
-1 Reduced 0.01%
10,173 $775 Million
Q4 2023

Jan 05, 2024
BUY
$61.43 - $70.36 $8,968 - $10,272
146 Added 1.46%
10,174 $715 Million
Q3 2023

Nov 01, 2023
BUY
$63.23 - $68.5 $96,425 - $104,462
1,525 Added 17.93%
10,028 $637 Million
Q2 2023

Jul 31, 2023
SELL
$61.86 - $66.66 $108,069 - $116,455
-1,747 Reduced 17.04%
8,503 $567 Million
Q1 2023

May 10, 2023
SELL
$59.34 - $63.43 $733,679 - $784,248
-12,364 Reduced 54.67%
10,250 $639 Million
Q4 2022

Feb 16, 2023
BUY
$54.71 - $63.51 $54,053 - $62,747
988 Added 4.57%
22,614 $1.43 Billion
Q1 2022

May 03, 2022
BUY
$60.09 - $66.2 $54,141 - $59,646
901 Added 4.35%
21,626 $1.32 Million
Q4 2021

Feb 01, 2022
BUY
$58.98 - $66.05 $77,794 - $87,119
1,319 Added 6.8%
20,725 $1.32 Million
Q3 2021

Dec 09, 2021
SELL
$58.84 - $62.73 $183,875 - $196,031
-3,125 Reduced 13.87%
19,406 $0
Q2 2021

Aug 19, 2021
SELL
$57.5 - $60.08 $35,937 - $37,550
-625 Reduced 2.7%
22,531 $1.4 Million
Q1 2021

May 11, 2021
BUY
$53.02 - $57.54 $82,021 - $89,014
1,547 Added 7.16%
23,156 $1.37 Million
Q4 2020

Feb 09, 2021
SELL
$47.73 - $53.96 $120,900 - $136,680
-2,533 Reduced 10.49%
21,609 $1.17 Million
Q3 2020

Dec 18, 2020
SELL
$45.51 - $51.78 $36,726 - $41,786
-807 Reduced 3.23%
24,142 $1.25 Million
Q2 2020

Aug 19, 2020
BUY
$37.38 - $47.13 $514,124 - $648,226
13,754 Added 122.86%
24,949 $1.23 Million
Q1 2020

May 15, 2020
BUY
$33.65 - $49.64 $376,711 - $555,719
11,195 New
11,195 $473,000

Others Institutions Holding DGRW

# of Institutions
684
Shares Held
133M
Call Options Held
16.5K
Put Options Held
200
View Full List

About WISDOMTREE TR US QUALITY DIVID

DGRW Quotes by TradingView
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