OPPS
Obsidian Personal Planning Solutions’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 | $354K | Hold |
4,222
| – | – | 0.14% | 60 |
|
|
2025
Q1 | $328K | Buy |
4,222
+185
| +5% | +$14.4K | 0.15% | 63 |
|
|
2024
Q4 | $336K | Hold |
4,037
| – | – | 0.16% | 58 |
|
|
2024
Q3 | $331K | Sell |
4,037
-610
| -13% | -$50K | 0.17% | 58 |
|
|
2024
Q2 | $363K | Hold |
4,647
| – | – | 0.22% | 52 |
|
|
2024
Q1 | $339K | Sell |
4,647
-130
| -3% | -$9.49K | 0.22% | 54 |
|
|
2023
Q4 | $336K | Buy |
4,777
+85
| +2% | +$5.97K | 0.26% | 47 |
|
|
2023
Q3 | $298K | Hold |
4,692
| – | – | 0.25% | 51 |
|
|
2023
Q2 | $313K | Buy |
4,692
+997
| +27% | +$66.5K | 0.39% | 44 |
|
|
2023
Q1 | $230K | Hold |
3,695
| – | – | 0.34% | 44 |
|
|
2022
Q4 | $223K | Sell |
3,695
-344
| -9% | -$20.8K | 0.36% | 40 |
|
|
2022
Q3 | $218K | Hold |
4,039
| – | – | 0.4% | 37 |
|
|
2022
Q2 | $231K | Buy |
+4,039
| New | +$231K | 0.39% | 39 |
|