FFWM
Future Financial Wealth 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 | $473K | Buy |
5,644
+1
| +0% | +$84 | 0.32% | 62 |
|
|
2025
Q1 | $451K | Sell |
5,643
-375
| -6% | -$29.9K | 0.33% | 60 |
|
|
2024
Q4 | $487K | Buy |
6,018
+9
| +0.1% | +$728 | 0.36% | 56 |
|
|
2024
Q3 | $500K | Buy |
6,009
+41
| +0.7% | +$3.41K | 0.36% | 59 |
|
|
2024
Q2 | $466K | Sell |
5,968
-3,782
| -39% | -$295K | 0.41% | 58 |
|
|
2024
Q1 | $743K | Sell |
9,750
-358
| -4% | -$27.3K | 0.57% | 38 |
|
|
2023
Q4 | $710K | Buy |
10,108
+13
| +0.1% | +$914 | 0.71% | 36 |
|
|
2023
Q3 | $641K | Sell |
10,095
-43
| -0.4% | -$2.73K | 0.71% | 36 |
|
|
2023
Q2 | $676K | Buy |
10,138
+2
| +0% | +$133 | 0.71% | 34 |
|
|
2023
Q1 | $635K | Sell |
10,136
-7,969
| -44% | -$499K | 0.7% | 39 |
|
|
2022
Q4 | $1.09M | Buy |
18,105
+3,793
| +27% | +$229K | 1.24% | 27 |
|
|
2022
Q3 | $820K | Sell |
14,312
-47
| -0.3% | -$2.69K | 0.94% | 38 |
|
|
2022
Q2 | $914K | Hold |
14,359
| – | – | 0.89% | 39 |
|
|
2022
Q1 | $914K | Buy |
14,359
+86
| +0.6% | +$5.47K | 0.76% | 39 |
|
|
2021
Q4 | $940K | Buy |
14,273
+1,306
| +10% | +$86K | 0.75% | 38 |
|
|
2021
Q3 | $774K | Hold |
12,967
| – | – | 0.8% | 48 |
|
|
2021
Q2 | $774K | Buy |
12,967
+741
| +6% | +$44.2K | 0.8% | 48 |
|
|
2021
Q1 | $699K | Buy |
12,226
+1,633
| +15% | +$93.4K | 0.8% | 39 |
|
|
2020
Q4 | $572K | Buy |
+10,593
| New | +$572K | 0.66% | 50 |
|