Carson Wealth (CWM LLC)’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.2M | Buy |
384,432
+1,485
| +0.4% | +$124K | 0.11% | 161 |
|
|
2025
Q1 | $30.6M | Buy |
382,947
+42,617
| +13% | +$3.4M | 0.12% | 153 |
|
|
2024
Q4 | $27.5M | Buy |
340,330
+47,284
| +16% | +$3.83M | 0.11% | 158 |
|
|
2024
Q3 | $24.4M | Buy |
293,046
+52,194
| +22% | +$4.34M | 0.1% | 180 |
|
|
2024
Q2 | $18.8M | Buy |
240,852
+13,607
| +6% | +$1.06M | 0.09% | 208 |
|
|
2024
Q1 | $17.3M | Buy |
227,245
+31,816
| +16% | +$2.42M | 0.08% | 213 |
|
|
2023
Q4 | $13.7M | Buy |
195,429
+64,039
| +49% | +$4.5M | 0.07% | 234 |
|
|
2023
Q3 | $8.34M | Buy |
131,390
+88,384
| +206% | +$5.61M | 0.05% | 267 |
|
|
2023
Q2 | $2.87M | Buy |
43,006
+35,017
| +438% | +$2.33M | 0.02% | 453 |
|
|
2023
Q1 | $498K | Buy |
7,989
+4,402
| +123% | +$274K | ﹤0.01% | 892 |
|
|
2022
Q4 | $216K | Sell |
3,587
-805
| -18% | -$48.5K | ﹤0.01% | 1073 |
|
|
2022
Q3 | $237K | Sell |
4,392
-2,860
| -39% | -$154K | ﹤0.01% | 982 |
|
|
2022
Q2 | $416K | Buy |
7,252
+4,950
| +215% | +$284K | ﹤0.01% | 786 |
|
|
2022
Q1 | $147K | Buy |
2,302
+1,247
| +118% | +$79.6K | ﹤0.01% | 1172 |
|
|
2021
Q4 | $69K | Buy |
+1,055
| New | +$69K | ﹤0.01% | 1444 |
|
|
2021
Q2 | $18K | Hold |
294
| – | – | ﹤0.01% | 1825 |
|
|
2021
Q1 | $18K | Hold |
294
| – | – | ﹤0.01% | 1825 |
|
|
2020
Q4 | $18K | Hold |
294
| – | – | ﹤0.01% | 1825 |
|
|
2020
Q3 | $18K | Hold |
294
| – | – | ﹤0.01% | 1825 |
|
|
2020
Q2 | $18K | Hold |
294
| – | – | ﹤0.01% | 1825 |
|
|
2020
Q1 | $18K | Hold |
294
| – | – | ﹤0.01% | 1825 |
|
|
2019
Q4 | $18K | Hold |
294
| – | – | ﹤0.01% | 1825 |
|
|
2019
Q3 | $18K | Hold |
294
| – | – | ﹤0.01% | 1825 |
|
|
2019
Q2 | $18K | Hold |
294
| – | – | ﹤0.01% | 1825 |
|
|
2019
Q1 | $18K | Sell |
294
-2,174
| -88% | -$133K | ﹤0.01% | 1825 |
|
|
2018
Q4 | $95K | Buy |
2,468
+324
| +15% | +$12.5K | ﹤0.01% | 730 |
|
|
2018
Q3 | $95K | Buy |
+2,144
| New | +$95K | ﹤0.01% | 629 |
|