HCM
Hollencrest Capital 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 | $1.7M | Sell |
20,270
-123
| -0.6% | -$10.3K | 0.07% | 108 |
|
|
2025
Q1 | $1.63M | Buy |
20,393
+71
| +0.3% | +$5.67K | 0.07% | 108 |
|
|
2024
Q4 | $1.64M | Buy |
20,322
+75
| +0.4% | +$6.07K | 0.07% | 104 |
|
|
2024
Q3 | $1.68M | Buy |
20,247
+71
| +0.4% | +$5.91K | 0.07% | 106 |
|
|
2024
Q2 | $1.57M | Buy |
20,176
+76
| +0.4% | +$5.93K | 0.07% | 101 |
|
|
2024
Q1 | $1.53M | Buy |
20,100
+63
| +0.3% | +$4.8K | 0.07% | 106 |
|
|
2023
Q4 | $1.41M | Buy |
20,037
+18,957
| +1,755% | +$1.33M | 0.13% | 92 |
|
|
2023
Q3 | $68.6K | Hold |
1,080
| – | – | 0.01% | 422 |
|
|
2023
Q2 | $72K | Sell |
1,080
-320
| -23% | -$21.3K | 0.01% | 430 |
|
|
2023
Q1 | $87.3K | Hold |
1,400
| – | – | 0.01% | 391 |
|
|
2022
Q4 | $84.5K | Buy |
+1,400
| New | +$84.5K | 0.01% | 359 |
|