WealthPlan Investment Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.48M | Sell |
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|
2025
Q2 | $2.51M | Buy |
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|
2025
Q1 | $1.86M | Buy |
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|
2024
Q4 | $1.84M | Buy |
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|
2024
Q3 | $1.69M | Buy |
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|
2024
Q2 | $1.24M | Buy |
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|
2024
Q1 | $1.2M | Sell |
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|
2023
Q4 | $1.15M | Buy |
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|
2023
Q3 | $971K | Buy |
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|
2023
Q2 | $437K | Sell |
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|
2023
Q1 | $879K | Sell |
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|
2022
Q4 | $1.43M | Buy |
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|
2022
Q3 | $1.34M | Buy |
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|
2022
Q1 | $1.32M | Buy |
|