TFGT
TS Financial Group (TSFG)’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 | $36K | Hold |
424
| – | – | 0.01% | 383 |
|
|
2025
Q1 | $34K | Buy |
424
+1
| +0.2% | +$80 | 0.01% | 372 |
|
|
2024
Q4 | $34K | Hold |
423
| – | – | 0.01% | 339 |
|
|
2024
Q3 | $35K | Buy |
423
+1
| +0.2% | +$83 | 0.01% | 335 |
|
|
2024
Q2 | $33K | Hold |
422
| – | – | 0.01% | 319 |
|
|
2024
Q1 | $32K | Sell |
422
-2,362
| -85% | -$179K | 0.01% | 326 |
|
|
2023
Q4 | $196K | Hold |
2,784
| – | – | 0.06% | 136 |
|
|
2023
Q3 | $177K | Hold |
2,784
| – | – | 0.06% | 148 |
|
|
2023
Q2 | $186K | Hold |
2,784
| – | – | 0.07% | 138 |
|
|
2023
Q1 | $174K | Sell |
2,784
-60
| -2% | -$3.75K | 0.06% | 136 |
|
|
2022
Q4 | $172K | Hold |
2,844
| – | – | 0.07% | 143 |
|
|
2022
Q3 | $153K | Buy |
2,844
+400
| +16% | +$21.5K | 0.07% | 135 |
|
|
2022
Q2 | $140K | Sell |
2,444
-349
| -12% | -$20K | 0.06% | 149 |
|
|
2022
Q1 | $178K | Sell |
2,793
-29
| -1% | -$1.85K | 0.06% | 136 |
|
|
2021
Q4 | $186K | Hold |
2,822
| – | – | 0.06% | 134 |
|
|
2021
Q3 | $166K | Buy |
2,822
+478
| +20% | +$28.1K | 0.06% | 150 |
|
|
2021
Q2 | $140K | Buy |
2,344
+1,135
| +94% | +$67.8K | 0.06% | 168 |
|
|
2021
Q1 | $69K | Buy |
1,209
+679
| +128% | +$38.8K | 0.04% | 225 |
|
|
2020
Q4 | $29K | Hold |
530
| – | – | 0.02% | 316 |
|
|
2020
Q3 | $26K | Buy |
530
+220
| +71% | +$10.8K | 0.02% | 298 |
|
|
2020
Q2 | $14K | Buy |
+310
| New | +$14K | 0.01% | 373 |
|