CCG
Catalina Capital Group’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 | $5.17M | Sell |
61,777
-5,633
| -8% | -$472K | 3.42% | 7 |
|
|
2025
Q1 | $5.38M | Sell |
67,410
-1,204
| -2% | -$96.2K | 3.52% | 4 |
|
|
2024
Q4 | $5.55M | Sell |
68,614
-12,982
| -16% | -$1.05M | 1.83% | 8 |
|
|
2024
Q3 | $6.79M | Buy |
81,596
+5,237
| +7% | +$436K | 2.27% | 7 |
|
|
2024
Q2 | $5.96M | Buy |
76,359
+4,703
| +7% | +$367K | 2.24% | 7 |
|
|
2024
Q1 | $5.46M | Buy |
71,656
+40
| +0.1% | +$3.05K | 2.27% | 6 |
|
|
2023
Q4 | $5.03M | Buy |
+71,616
| New | +$5.03M | 3.37% | 4 |
|