Creative Planning’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 | $18.8M | Sell |
224,536
-20,380
| -8% | -$1.71M | 0.02% | 353 |
|
|
2025
Q1 | $19.6M | Buy |
244,916
+134,222
| +121% | +$10.7M | 0.02% | 332 |
|
|
2024
Q4 | $8.96M | Sell |
110,694
-2,385
| -2% | -$193K | 0.01% | 477 |
|
|
2024
Q3 | $9.41M | Buy |
113,079
+11,221
| +11% | +$934K | 0.01% | 450 |
|
|
2024
Q2 | $7.95M | Buy |
101,858
+2,985
| +3% | +$233K | 0.01% | 473 |
|
|
2024
Q1 | $7.53M | Buy |
98,873
+21,699
| +28% | +$1.65M | 0.01% | 481 |
|
|
2023
Q4 | $5.42M | Buy |
77,174
+3,590
| +5% | +$252K | 0.01% | 543 |
|
|
2023
Q3 | $4.67M | Sell |
73,584
-4,935
| -6% | -$313K | 0.01% | 555 |
|
|
2023
Q2 | $5.23M | Sell |
78,519
-9,645
| -11% | -$643K | 0.01% | 509 |
|
|
2023
Q1 | $5.5M | Sell |
88,164
-21,636
| -20% | -$1.35M | 0.01% | 481 |
|
|
2022
Q4 | $6.63M | Sell |
109,800
-77,393
| -41% | -$4.67M | 0.01% | 416 |
|
|
2022
Q3 | $10.1M | Sell |
187,193
-20,918
| -10% | -$1.13M | 0.02% | 302 |
|
|
2022
Q2 | $11.9M | Sell |
208,111
-22,426
| -10% | -$1.29M | 0.02% | 286 |
|
|
2022
Q1 | $14.7M | Sell |
230,537
-139,038
| -38% | -$8.85M | 0.02% | 259 |
|
|
2021
Q4 | $24.3M | Buy |
369,575
+354,657
| +2,377% | +$23.4M | 0.04% | 162 |
|
|
2021
Q3 | $878K | Buy |
14,918
+2,781
| +23% | +$164K | ﹤0.01% | 1008 |
|
|
2021
Q2 | $724K | Sell |
12,137
-6,862
| -36% | -$409K | ﹤0.01% | 1079 |
|
|
2021
Q1 | $1.09M | Buy |
18,999
+1,142
| +6% | +$65.3K | ﹤0.01% | 972 |
|
|
2020
Q4 | $964K | Buy |
17,857
+93
| +0.5% | +$5.02K | ﹤0.01% | 960 |
|
|
2020
Q3 | $881K | Buy |
17,764
+5,102
| +40% | +$253K | ﹤0.01% | 846 |
|
|
2020
Q2 | $576K | Buy |
12,662
+2,825
| +29% | +$129K | ﹤0.01% | 956 |
|
|
2020
Q1 | $383K | Buy |
9,837
+1,149
| +13% | +$44.7K | ﹤0.01% | 1063 |
|
|
2019
Q4 | $421K | Sell |
8,688
-746
| -8% | -$36.1K | ﹤0.01% | 1195 |
|
|
2019
Q3 | $425K | Buy |
9,434
+918
| +11% | +$41.4K | ﹤0.01% | 1152 |
|
|
2019
Q2 | $372K | Buy |
8,516
+723
| +9% | +$31.6K | ﹤0.01% | 1227 |
|
|
2019
Q1 | $336K | Sell |
7,793
-4,559
| -37% | -$197K | ﹤0.01% | 1263 |
|
|
2018
Q4 | $473K | Buy |
+12,352
| New | +$473K | ﹤0.01% | 985 |
|
|
2017
Q3 | – | Sell |
-300
| Closed | -$11K | – | 2269 |
|
|
2017
Q2 | $11K | Sell |
300
-3,496
| -92% | -$128K | ﹤0.01% | 3521 |
|
|
2017
Q1 | $135K | Sell |
3,796
-704
| -16% | -$25K | ﹤0.01% | 1749 |
|
|
2016
Q4 | $150K | Buy |
4,500
+4,200
| +1,400% | +$140K | ﹤0.01% | 1565 |
|
|
2016
Q3 | $10K | Buy |
+300
| New | +$10K | ﹤0.01% | 3446 |
|
|
2016
Q2 | – | Sell |
-2,200
| Closed | -$69K | – | 4219 |
|
|
2016
Q1 | $69K | Buy |
+2,200
| New | +$69K | ﹤0.01% | 1864 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 4286 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 4185 |
|