KAS
KPP Advisory Services’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 | $7.57M | Buy |
90,449
+2,146
| +2% | +$180K | 1.25% | 18 |
|
|
2025
Q1 | $7.05M | Buy |
88,303
+7,169
| +9% | +$573K | 1.34% | 19 |
|
|
2024
Q4 | $6.57M | Buy |
81,134
+30,961
| +62% | +$2.51M | 1.55% | 13 |
|
|
2024
Q3 | $4.17M | Buy |
50,173
+21,935
| +78% | +$1.83M | 1% | 25 |
|
|
2024
Q2 | $2.2M | Sell |
28,238
-7,431
| -21% | -$580K | 0.59% | 47 |
|
|
2024
Q1 | $2.72M | Buy |
+35,669
| New | +$2.72M | 0.75% | 33 |
|
|
2023
Q4 | – | Sell |
-51,072
| Closed | -$3.24M | – | 142 |
|
|
2023
Q3 | $3.24M | Buy |
+51,072
| New | +$3.24M | 1.07% | 19 |
|