WDL
Well Done LLC’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 | $1.18M | Sell |
14,047
-49
| -0.3% | -$4.1K | 0.22% | 64 |
|
|
2025
Q1 | $1.14M | Sell |
14,096
-82
| -0.6% | -$6.64K | 0.21% | 62 |
|
|
2024
Q4 | $1.18M | Hold |
14,178
| – | – | 0.22% | 60 |
|
|
2024
Q3 | $1.18M | Sell |
14,178
-1,019
| -7% | -$84.8K | 0.22% | 60 |
|
|
2024
Q2 | $1.19M | Buy |
15,197
+124
| +0.8% | +$9.68K | 0.25% | 58 |
|
|
2024
Q1 | $1.15M | Sell |
15,073
-53
| -0.4% | -$4.04K | 0.23% | 60 |
|
|
2023
Q4 | $1.06M | Buy |
15,126
+2,443
| +19% | +$172K | 0.21% | 63 |
|
|
2023
Q3 | $805K | Sell |
12,683
-303
| -2% | -$19.2K | 0.18% | 67 |
|
|
2023
Q2 | $866K | Sell |
12,986
-157
| -1% | -$10.5K | 0.18% | 68 |
|
|
2023
Q1 | $816K | Sell |
13,143
-616
| -4% | -$38.3K | 0.18% | 70 |
|
|
2022
Q4 | $830K | Buy |
13,759
+8,440
| +159% | +$509K | 0.18% | 71 |
|
|
2022
Q3 | $287K | Hold |
5,319
| – | – | 0.07% | 127 |
|
|
2022
Q2 | $305K | Hold |
5,319
| – | – | 0.07% | 129 |
|
|
2022
Q1 | $339K | Hold |
5,319
| – | – | 0.07% | 133 |
|
|
2021
Q4 | $350K | Hold |
5,319
| – | – | 0.07% | 131 |
|
|
2021
Q3 | $313K | Hold |
5,319
| – | – | 0.07% | 135 |
|
|
2021
Q2 | $317K | Hold |
5,319
| – | – | 0.07% | 132 |
|
|
2021
Q1 | $304K | Hold |
5,319
| – | – | 0.07% | 132 |
|
|
2020
Q4 | $287K | Hold |
5,319
| – | – | 0.07% | 125 |
|
|
2020
Q3 | $264K | Hold |
5,319
| – | – | 0.07% | 115 |
|
|
2020
Q2 | $242K | Hold |
5,319
| – | – | 0.07% | 130 |
|
|
2020
Q1 | $207K | Buy |
+5,319
| New | +$207K | 0.06% | 127 |
|
|
2019
Q1 | – | Sell |
-2,503
| Closed | -$96K | – | 268 |
|
|
2018
Q4 | $96K | Buy |
+2,503
| New | +$96K | 0.03% | 206 |
|
|
2018
Q2 | – | Sell |
-1,744
| Closed | -$70K | – | 217 |
|
|
2018
Q1 | $70K | Buy |
+1,744
| New | +$70K | 0.02% | 200 |
|