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Planning Capital Management Corporation’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Planning Capital Management Corporation’s Portfolio DGRW Stock Details DGRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-248
Closed -$18.9K – 731
2024
Q1 		$18.9K Buy
+248
New +$18.1K 0.01% 297

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RJFSA
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HighTower Advisors
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UBS Group
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Cetera Investment Advisers
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Planning Capital Management Corporation's DGRW Position: Q2 2024 in Review

Planning Capital Management Corporation sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2024, closing a stake of 248 shares — an estimated $18.9K sold.

Planning Capital Management Corporation first reported a position in DGRW in Q1 2024 and held it in 1 quarter. The position peaked at $18.9K in Q1 2024. 621 funds tracked by Wall St. Rank hold DGRW as of Q2 2024.

  • Planning Capital Management Corporation reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 248 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2024, an estimated $18.9K.
  • Planning Capital Management Corporation first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2024 and held it in 1 quarter.
  • Planning Capital Management Corporation's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $18.9K in Q1 2024.
  • 621 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2024.

Based on Planning Capital Management Corporation's 13F filing for Q2 2024, filed 12 Aug 2024.