CG
Clarus 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 | $402K | Hold |
4,806
| – | – | 0.15% | 63 |
|
2025
Q1 | $384K | Sell |
4,806
-20
| -0.4% | -$1.6K | 0.15% | 64 |
|
2024
Q4 | $391K | Sell |
4,826
-11
| -0.2% | -$890 | 0.14% | 67 |
|
2024
Q3 | $402K | Sell |
4,837
-19
| -0.4% | -$1.58K | 0.17% | 64 |
|
2024
Q2 | $379K | Hold |
4,856
| – | – | 0.17% | 73 |
|
2024
Q1 | $370K | Buy |
+4,856
| New | +$370K | 0.26% | 66 |
|