TCM
TD Capital 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 | $10.7M | Buy |
127,753
+4,973
| +4% | +$416K | 1.01% | 26 |
|
|
2025
Q1 | $9.81M | Buy |
122,780
+6,975
| +6% | +$557K | 0.99% | 28 |
|
|
2024
Q4 | $9.37M | Sell |
115,805
-1,661
| -1% | -$134K | 0.95% | 27 |
|
|
2024
Q3 | $9.77M | Buy |
117,466
+7,112
| +6% | +$592K | 0.98% | 26 |
|
|
2024
Q2 | $8.61M | Buy |
110,354
+1,911
| +2% | +$149K | 0.9% | 27 |
|
|
2024
Q1 | $8.26M | Sell |
108,443
-1,761
| -2% | -$134K | 0.88% | 28 |
|
|
2023
Q4 | $7.75M | Buy |
110,204
+4,928
| +5% | +$346K | 0.88% | 26 |
|
|
2023
Q3 | $6.68M | Buy |
105,276
+5,960
| +6% | +$378K | 0.82% | 26 |
|
|
2023
Q2 | $6.62M | Buy |
99,316
+10,126
| +11% | +$675K | 0.79% | 30 |
|
|
2023
Q1 | $5.56M | Buy |
89,190
+13,883
| +18% | +$865K | 0.69% | 32 |
|
|
2022
Q4 | $4.55M | Buy |
75,307
+35,639
| +90% | +$2.15M | 0.59% | 32 |
|
|
2022
Q3 | $2.14M | Buy |
39,668
+8,501
| +27% | +$458K | 0.3% | 35 |
|
|
2022
Q2 | $1.79M | Buy |
31,167
+737
| +2% | +$42.2K | 0.24% | 37 |
|
|
2022
Q1 | $1.94M | Buy |
30,430
+2,609
| +9% | +$166K | 0.23% | 38 |
|
|
2021
Q4 | $1.83M | Sell |
27,821
-684
| -2% | -$45K | 0.21% | 37 |
|
|
2021
Q3 | $1.68M | Buy |
28,505
+4,029
| +16% | +$237K | 0.21% | 36 |
|
|
2021
Q2 | $1.46M | Sell |
24,476
-6,254
| -20% | -$373K | 0.18% | 34 |
|
|
2021
Q1 | $1.76M | Buy |
30,730
+39
| +0.1% | +$2.23K | 0.23% | 30 |
|
|
2020
Q4 | $1.66M | Buy |
30,691
+1,544
| +5% | +$83.3K | 0.23% | 30 |
|
|
2020
Q3 | $1.45M | Buy |
29,147
+3,494
| +14% | +$173K | 0.22% | 30 |
|
|
2020
Q2 | $1.17M | Buy |
25,653
+8,081
| +46% | +$368K | 0.19% | 32 |
|
|
2020
Q1 | $684K | Buy |
+17,572
| New | +$684K | 0.13% | 35 |
|