Plante Moran Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $187K | Buy |
2,232
+1,399
| +168% | +$117K | 0.01% | 167 |
|
|
2025
Q1 | $66.5K | Hold |
833
| – | – | 0.01% | 297 |
|
|
2024
Q4 | $67.4K | Hold |
833
| – | – | 0.01% | 306 |
|
|
2024
Q3 | $69.3K | Hold |
833
| – | – | 0.01% | 339 |
|
|
2024
Q2 | $65K | Buy |
+833
| New | +$65K | 0.01% | 300 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 824 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 889 |
|
|
2019
Q2 | – | Sell |
-960
| Closed | -$41K | – | 784 |
|
|
2019
Q1 | $41K | Buy |
+960
| New | +$41K | 0.01% | 370 |
|