CTWM
Cherry Tree Wealth Management’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 | $209K | Buy |
2,498
+158
| +7% | +$13.2K | 0.05% | 154 |
|
|
2025
Q1 | $187K | Hold |
2,340
| – | – | 0.05% | 163 |
|
|
2024
Q4 | $189K | Buy |
2,340
+109
| +5% | +$8.82K | 0.05% | 161 |
|
|
2024
Q3 | $186K | Buy |
2,231
+358
| +19% | +$29.8K | 0.04% | 165 |
|
|
2024
Q2 | $146K | Buy |
1,873
+198
| +12% | +$15.5K | 0.04% | 174 |
|
|
2024
Q1 | $128K | Hold |
1,675
| – | – | 0.03% | 185 |
|
|
2023
Q4 | $118K | Buy |
1,675
+235
| +16% | +$16.5K | 0.03% | 182 |
|
|
2023
Q3 | $91.4K | Buy |
1,440
+230
| +19% | +$14.6K | 0.03% | 193 |
|
|
2023
Q2 | $80.7K | Buy |
+1,210
| New | +$80.7K | 0.02% | 204 |
|