WealthPLAN Partners’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 | – | Sell |
-4,364
| Closed | -$349K | – | 257 |
|
|
2025
Q1 | $349K | Sell |
4,364
-508
| -10% | -$40.6K | 0.05% | 200 |
|
|
2024
Q4 | $394K | Sell |
4,872
-2,390
| -33% | -$193K | 0.06% | 187 |
|
|
2024
Q3 | $604K | Sell |
7,262
-3,157
| -30% | -$263K | 0.08% | 162 |
|
|
2024
Q2 | $813K | Buy |
10,419
+246
| +2% | +$19.2K | 0.09% | 155 |
|
|
2024
Q1 | $775K | Sell |
10,173
-1
| -0% | -$76 | 0.08% | 165 |
|
|
2023
Q4 | $715K | Buy |
10,174
+146
| +1% | +$10.3K | 0.07% | 177 |
|
|
2023
Q3 | $637K | Buy |
10,028
+1,525
| +18% | +$96.8K | 0.07% | 175 |
|
|
2023
Q2 | $567K | Sell |
8,503
-1,747
| -17% | -$116K | 0.08% | 174 |
|
|
2023
Q1 | $639K | Sell |
10,250
-12,364
| -55% | -$771K | 0.07% | 174 |
|
|
2022
Q4 | $1.43M | Buy |
+22,614
| New | +$1.43M | 0.1% | 145 |
|
|
2022
Q1 | $1.32M | Buy |
21,626
+901
| +4% | +$55.2K | 0.09% | 146 |
|
|
2021
Q4 | $1.32M | Buy |
20,725
+1,319
| +7% | +$84.1K | 0.09% | 149 |
|
|
2021
Q3 | $1.24M | Sell |
19,406
-3,125
| -14% | -$199K | 0.08% | 154 |
|
|
2021
Q2 | $1.4M | Sell |
22,531
-625
| -3% | -$38.8K | 0.1% | 129 |
|
|
2021
Q1 | $1.37M | Buy |
23,156
+1,547
| +7% | +$91.3K | 0.11% | 123 |
|
|
2020
Q4 | $1.17M | Sell |
21,609
-2,533
| -10% | -$138K | 0.1% | 127 |
|
|
2020
Q3 | $1.25M | Sell |
24,142
-807
| -3% | -$41.6K | 0.12% | 111 |
|
|
2020
Q2 | $1.23M | Buy |
24,949
+13,754
| +123% | +$680K | 0.13% | 105 |
|
|
2020
Q1 | $473K | Buy |
+11,195
| New | +$473K | 0.06% | 158 |
|
|
2016
Q3 | $49K | Hold |
1,528
| – | – | 0.02% | 339 |
|
|
2016
Q2 | $48 | Buy |
+1,528
| New | +$48 | ﹤0.01% | 2453 |
|