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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.28K Buy
39
+1
+3% +$84 ﹤0.01% 826
2025
Q1 		$2.92K Hold
38
– – ﹤0.01% 889
2024
Q4 		$3.2K Hold
38
– – ﹤0.01% 675
2024
Q3 		$3.17K Sell
38
-647
-94% -$54K ﹤0.01% 666
2024
Q2 		$52K Buy
+685
New +$52K 0.01% 193