Planning Solutions Group’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
2019
Q2
$811K Buy
18,590
+1,161
+7% +$50.6K 0.42% 47
2019
Q1
$751K Buy
17,429
+2,697
+18% +$116K 0.4% 50
2018
Q4
$565K Buy
+14,732
New +$565K 0.34% 62