Clear Creek Financial Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.32M | Buy |
39,587
+2,009
| +5% | +$168K | 0.32% | 69 |
|
|
2025
Q1 | $3M | Buy |
37,578
+2,712
| +8% | +$217K | 0.31% | 70 |
|
|
2024
Q4 | $2.82M | Buy |
34,866
+2,876
| +9% | +$233K | 0.31% | 74 |
|
|
2024
Q3 | $2.66M | Buy |
31,990
+2,902
| +10% | +$241K | 0.3% | 76 |
|
|
2024
Q2 | $2.27M | Buy |
29,088
+4,659
| +19% | +$364K | 0.28% | 79 |
|
|
2024
Q1 | $1.86M | Buy |
+24,429
| New | +$1.86M | 0.24% | 88 |
|