Carson Wealth (CWM LLC)’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $42.2M | Buy |
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|
2025
Q2 | $32.2M | Buy |
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|
2025
Q1 | $30.6M | Buy |
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|
2024
Q4 | $27.5M | Buy |
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|
2024
Q3 | $24.4M | Buy |
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|
2024
Q2 | $18.8M | Buy |
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|
2024
Q1 | $17.3M | Buy |
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|
2023
Q4 | $13.7M | Buy |
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|
2023
Q3 | $8.34M | Buy |
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|
2023
Q2 | $2.87M | Buy |
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|
2023
Q1 | $498K | Buy |
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|
2022
Q4 | $216K | Sell |
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|
2022
Q3 | $237K | Sell |
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|
2022
Q2 | $416K | Buy |
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|
2022
Q1 | $147K | Buy |
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|
2021
Q4 | $69K | Buy |
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|
2021
Q2 | $18K | Hold |
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|
2021
Q1 | $18K | Hold |
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|
2020
Q4 | $18K | Hold |
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|
2020
Q3 | $18K | Hold |
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|
2020
Q2 | $18K | Hold |
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|
2020
Q1 | $18K | Hold |
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|
2019
Q4 | $18K | Hold |
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|
2019
Q3 | $18K | Hold |
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|
2019
Q2 | $18K | Hold |
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|
2019
Q1 | $18K | Sell |
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|
2018
Q4 | $95K | Buy |
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|
2018
Q3 | $95K | Buy |
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