Farmers & Merchants Investments Inc’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
Q1 | – | Sell |
-3,867
| Closed | -$313K | – | 1756 |
|
|
2024
Q4 | $313K | Hold |
3,867
| – | – | 0.01% | 274 |
|
|
2024
Q3 | $322K | Hold |
3,867
| – | – | 0.01% | 269 |
|
|
2024
Q2 | $302K | Hold |
3,867
| – | – | 0.01% | 266 |
|
|
2024
Q1 | $295K | Hold |
3,867
| – | – | 0.01% | 261 |
|
|
2023
Q4 | $272K | Hold |
3,867
| – | – | 0.01% | 264 |
|
|
2023
Q3 | $246K | Hold |
3,867
| – | – | 0.01% | 265 |
|
|
2023
Q2 | $258K | Hold |
3,867
| – | – | 0.01% | 264 |
|
|
2023
Q1 | $241K | Hold |
3,867
| – | – | 0.01% | 272 |
|
|
2022
Q4 | $233K | Hold |
3,867
| – | – | 0.01% | 276 |
|
|
2022
Q3 | $208K | Buy |
+3,867
| New | +$208K | 0.01% | 281 |
|