Fiduciary 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 | $43.7M | Sell |
521,262
-32,589
| -6% | -$2.73M | 14.44% | 1 |
|
|
2025
Q1 | $44.2M | Buy |
553,851
+26,184
| +5% | +$2.09M | 14.57% | 1 |
|
|
2024
Q4 | $42.7M | Buy |
527,667
+25,573
| +5% | +$2.07M | 13.87% | 1 |
|
|
2024
Q3 | $41.8M | Buy |
502,094
+18,477
| +4% | +$1.54M | 14.18% | 1 |
|
|
2024
Q2 | $37.7M | Buy |
483,617
+21,708
| +5% | +$1.69M | 13.51% | 1 |
|
|
2024
Q1 | $35.2M | Buy |
461,909
+14,802
| +3% | +$1.13M | 13.31% | 1 |
|
|
2023
Q4 | $31.4M | Buy |
447,107
+301,805
| +208% | +$21.2M | 13.37% | 1 |
|
|
2023
Q3 | $9.23M | Buy |
+145,302
| New | +$9.23M | 4.35% | 7 |
|