WealthPlan Investment Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.51M | Buy |
29,924
+6,633
| +28% | +$555K | 0.18% | 111 |
|
|
2025
Q1 | $1.86M | Buy |
23,291
+563
| +2% | +$45K | 0.18% | 102 |
|
|
2024
Q4 | $1.84M | Buy |
22,728
+2,411
| +12% | +$195K | 0.18% | 106 |
|
|
2024
Q3 | $1.69M | Buy |
20,317
+4,470
| +28% | +$372K | 0.17% | 106 |
|
|
2024
Q2 | $1.24M | Buy |
15,847
+149
| +0.9% | +$11.6K | 0.19% | 89 |
|
|
2024
Q1 | $1.2M | Sell |
15,698
-595
| -4% | -$45.3K | 0.18% | 89 |
|
|
2023
Q4 | $1.15M | Buy |
16,293
+999
| +7% | +$70.2K | 0.18% | 95 |
|
|
2023
Q3 | $971K | Buy |
15,294
+8,739
| +133% | +$555K | 0.17% | 89 |
|
|
2023
Q2 | $437K | Sell |
6,555
-7,538
| -53% | -$502K | 0.13% | 97 |
|
|
2023
Q1 | $879K | Sell |
14,093
-8,467
| -38% | -$528K | 0.15% | 92 |
|
|
2022
Q4 | $1.43M | Buy |
22,560
+871
| +4% | +$55.1K | 0.1% | 145 |
|
|
2022
Q3 | $1.34M | Buy |
+21,689
| New | +$1.34M | 0.1% | 144 |
|
|
2022
Q1 | $1.32M | Buy |
+21,626
| New | +$1.32M | 0.09% | 146 |
|