TTWM
TCV Trust & Wealth Management’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 | $1.16M | Hold |
13,884
| – | – | 0.1% | 91 |
|
|
2025
Q1 | $1.11M | Hold |
13,884
| – | – | 0.1% | 94 |
|
|
2024
Q4 | $1.12M | Hold |
13,884
| – | – | 0.1% | 91 |
|
|
2024
Q3 | $1.16M | Hold |
13,884
| – | – | 0.1% | 93 |
|
|
2024
Q2 | $1.08M | Sell |
13,884
-183
| -1% | -$14.3K | 0.1% | 95 |
|
|
2024
Q1 | $1.07M | Hold |
14,067
| – | – | 0.1% | 95 |
|
|
2023
Q4 | $989K | Sell |
14,067
-283
| -2% | -$19.9K | 0.1% | 98 |
|
|
2023
Q3 | $911K | Hold |
14,350
| – | – | 0.1% | 101 |
|
|
2023
Q2 | $957K | Hold |
14,350
| – | – | 0.1% | 100 |
|
|
2023
Q1 | $895K | Hold |
14,350
| – | – | 0.1% | 103 |
|
|
2022
Q4 | $866K | Hold |
14,350
| – | – | 0.1% | 108 |
|
|
2022
Q3 | $774K | Hold |
14,350
| – | – | 0.1% | 107 |
|
|
2022
Q2 | $822K | Hold |
14,350
| – | – | 0.1% | 107 |
|
|
2022
Q1 | $914K | Hold |
14,350
| – | – | 0.1% | 114 |
|
|
2021
Q4 | $945K | Hold |
14,350
| – | – | 0.09% | 118 |
|
|
2021
Q3 | $844K | Hold |
14,350
| – | – | 0.09% | 116 |
|
|
2021
Q2 | $853K | Hold |
14,350
| – | – | 0.09% | 112 |
|
|
2021
Q1 | $821K | Sell |
14,350
-5,375
| -27% | -$308K | 0.1% | 111 |
|
|
2020
Q4 | $1.06M | Sell |
19,725
-2,365
| -11% | -$128K | 0.13% | 102 |
|
|
2020
Q3 | $1.1M | Hold |
22,090
| – | – | 0.15% | 91 |
|
|
2020
Q2 | $1.01M | Buy |
+22,090
| New | +$1.01M | 0.14% | 92 |
|