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Comprehensive Financial Planning’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Comprehensive Financial Planning’s Portfolio DGRW Stock Details DGRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.1M Buy
25,024
+786
+3% +$65.8K 1.65% 14
2025
Q1 		$1.94M Sell
24,238
-32
-0.1% -$2.56K 1.88% 13
2024
Q4 		$1.96M Buy
+24,270
New +$1.96M 1.66% 16