PCG
Prosperity Consulting Group’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 | $8.74M | Sell |
104,316
-2,698
| -3% | -$226K | 0.64% | 33 |
|
|
2025
Q1 | $8.55M | Sell |
107,014
-2,071
| -2% | -$165K | 0.66% | 33 |
|
|
2024
Q4 | $8.83M | Sell |
109,085
-5,623
| -5% | -$455K | 0.66% | 33 |
|
|
2024
Q3 | $9.54M | Sell |
114,708
-4,179
| -4% | -$348K | 0.74% | 26 |
|
|
2024
Q2 | $9.28M | Sell |
118,887
-20,694
| -15% | -$1.62M | 1.26% | 12 |
|
|
2024
Q1 | $10.6M | Buy |
+139,581
| New | +$10.6M | 1.33% | 12 |
|