Zimmermann Investment Management & Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $2.1M | Buy |
|
|||||
|
2024
Q2 | $1.87M | Sell |
|
|||||
|
2024
Q1 | $1.9M | Buy |
|
|||||
|
2023
Q4 | $1.58M | Sell |
|
|||||
|
2023
Q3 | $1.85M | Sell |
|
|||||
|
2023
Q2 | $10.9M | Buy |
|
|||||
|
2023
Q1 | $9.91M | Buy |
|
|||||
|
2022
Q4 | $8.67M | Buy |
|
|||||
|
2022
Q3 | $5.46M | Buy |
|
|||||
|
2022
Q2 | $491K | Buy |
|