Cornerstone Planning Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Cornerstone Planning Group’s Portfolio DGRW Stock Details DGRW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.28K	Buy
2025 Q1	$2.92K	Hold
2024 Q4	$3.2K	Hold
2024 Q3	$3.17K	Sell
2024 Q2	$52K	Buy