Retirement Planning Group (Kansas)’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 | $9.94M | Buy |
118,669
+1,330
| +1% | +$111K | 0.42% | 28 |
|
|
2025
Q1 | $9.37M | Sell |
117,339
-2,197
| -2% | -$175K | 0.44% | 28 |
|
|
2024
Q4 | $9.67M | Sell |
119,536
-5,995
| -5% | -$485K | 0.49% | 27 |
|
|
2024
Q3 | $10.4M | Buy |
125,531
+69,598
| +124% | +$5.79M | 0.57% | 27 |
|
|
2024
Q2 | $4.37M | Sell |
55,933
-1,280
| -2% | -$99.9K | 0.28% | 38 |
|
|
2024
Q1 | $4.36M | Sell |
57,213
-4,717
| -8% | -$359K | 0.33% | 36 |
|
|
2023
Q4 | $4.35M | Sell |
61,930
-1,074
| -2% | -$75.5K | 0.39% | 29 |
|
|
2023
Q3 | $4M | Sell |
63,004
-1,705
| -3% | -$108K | 0.42% | 25 |
|
|
2023
Q2 | $4.31M | Sell |
64,709
-399
| -0.6% | -$26.6K | 0.43% | 24 |
|
|
2023
Q1 | $4.06M | Buy |
65,108
+9,705
| +18% | +$605K | 0.43% | 25 |
|
|
2022
Q4 | $3.34M | Buy |
55,403
+29,461
| +114% | +$1.78M | 0.38% | 27 |
|
|
2022
Q3 | $1.4M | Buy |
+25,942
| New | +$1.4M | 0.18% | 42 |
|