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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-25,240
| Closed | -$2.1M | – | 33 |
|
|
2024
Q3 | $2.1M | Buy |
25,240
+1,294
| +5% | +$108K | 0.64% | 39 |
|
|
2024
Q2 | $1.87M | Sell |
23,946
-946
| -4% | -$73.8K | 0.62% | 41 |
|
|
2024
Q1 | $1.9M | Buy |
24,892
+2,458
| +11% | +$187K | 0.68% | 44 |
|
|
2023
Q4 | $1.58M | Sell |
22,434
-6,725
| -23% | -$473K | 0.64% | 39 |
|
|
2023
Q3 | $1.85M | Sell |
29,159
-134,241
| -82% | -$8.52M | 0.89% | 34 |
|
|
2023
Q2 | $10.9M | Buy |
163,400
+4,427
| +3% | +$295K | 5.06% | 2 |
|
|
2023
Q1 | $9.91M | Buy |
158,973
+15,366
| +11% | +$958K | 5.18% | 2 |
|
|
2022
Q4 | $8.67M | Buy |
143,607
+42,337
| +42% | +$2.56M | 5% | 4 |
|
|
2022
Q3 | $5.46M | Buy |
101,270
+92,708
| +1,083% | +$5M | 3.4% | 10 |
|
|
2022
Q2 | $491K | Buy |
+8,562
| New | +$491K | 0.34% | 60 |
|