CAM
Creekmur Asset 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 | $1.93M | Hold |
22,989
| – | – | 0.34% | 40 |
|
|
2025
Q1 | $1.84M | Hold |
22,989
| – | – | 0.38% | 26 |
|
|
2024
Q4 | $1.86M | Hold |
22,989
| – | – | 0.43% | 28 |
|
|
2024
Q3 | $1.91M | Buy |
22,989
+346
| +2% | +$28.8K | 0.45% | 33 |
|
|
2024
Q2 | $1.77M | Sell |
22,643
-120
| -0.5% | -$9.37K | 0.46% | 30 |
|
|
2024
Q1 | $1.73M | Sell |
22,763
-449
| -2% | -$34.2K | 0.59% | 26 |
|
|
2023
Q4 | $1.63M | Buy |
+23,212
| New | +$1.63M | 0.51% | 29 |
|