TWP
Tempus Wealth Planning’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 | $2.11M | Sell |
25,192
-11,013
| -30% | -$922K | 0.53% | 50 |
|
|
2025
Q1 | $2.89M | Buy |
36,205
+1,666
| +5% | +$133K | 0.86% | 26 |
|
|
2024
Q4 | $2.8M | Buy |
34,539
+22,103
| +178% | +$1.79M | 0.85% | 29 |
|
|
2024
Q3 | $1.03M | Buy |
12,436
+198
| +2% | +$16.5K | 0.38% | 75 |
|
|
2024
Q2 | $955K | Buy |
12,238
+208
| +2% | +$16.2K | 0.4% | 68 |
|
|
2024
Q1 | $917K | Sell |
12,030
-2,014
| -14% | -$153K | 0.4% | 70 |
|
|
2023
Q4 | $987K | Sell |
14,044
-903
| -6% | -$63.5K | 0.43% | 66 |
|
|
2023
Q3 | $949K | Sell |
14,947
-138
| -0.9% | -$8.76K | 0.48% | 53 |
|
|
2023
Q2 | $1.01M | Buy |
+15,085
| New | +$1.01M | 0.45% | 67 |
|