Planning Capital Management Corporation’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
2024 Q2	–	Sell	-248	Closed	-$18.9K	–	731
2024 Q1	$18.9K	Buy	+248	New	+$18.9K	0.01%	297