CWM
Collaborative 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 | $873K | Sell |
10,422
-165
| -2% | -$13.8K | 0.38% | 57 |
|
|
2025
Q1 | $845K | Sell |
10,587
-382
| -3% | -$30.5K | 0.4% | 52 |
|
|
2024
Q4 | $888K | Sell |
10,969
-173
| -2% | -$14K | 0.4% | 50 |
|
|
2024
Q3 | $927K | Sell |
11,142
-170
| -2% | -$14.1K | 0.42% | 52 |
|
|
2024
Q2 | $883K | Sell |
11,312
-329
| -3% | -$25.7K | 0.43% | 54 |
|
|
2024
Q1 | $887K | Sell |
11,641
-793
| -6% | -$60.4K | 0.44% | 55 |
|
|
2023
Q4 | $874K | Sell |
12,434
-797
| -6% | -$56K | 0.47% | 54 |
|
|
2023
Q3 | $840K | Sell |
13,231
-2,370
| -15% | -$150K | 0.5% | 48 |
|
|
2023
Q2 | $1.04M | Sell |
15,601
-386
| -2% | -$25.7K | 0.62% | 39 |
|
|
2023
Q1 | $997K | Sell |
15,987
-4,001
| -20% | -$249K | 0.63% | 39 |
|
|
2022
Q4 | $1.21M | Sell |
19,988
-234
| -1% | -$14.1K | 0.79% | 41 |
|
|
2022
Q3 | $1.09M | Sell |
20,222
-2,452
| -11% | -$132K | 0.77% | 40 |
|
|
2022
Q2 | $1.3M | Buy |
+22,674
| New | +$1.3M | 0.85% | 36 |
|
|
2021
Q4 | $1.49M | Buy |
+22,677
| New | +$1.49M | 0.82% | 32 |
|
|
2021
Q1 | $1.48M | Buy |
+23,295
| New | +$1.48M | 0.86% | 33 |
|