9258 Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.7M | Sell |
44,433
-1,611
| -3% | -$134K | 0.55% | 36 |
|
|
2024
Q2 | $3.59M | Sell |
46,044
-1,993
| -4% | -$156K | 0.55% | 38 |
|
|
2024
Q1 | $3.66M | Sell |
48,037
-766
| -2% | -$58.4K | 0.57% | 37 |
|
|
2023
Q4 | $3.43M | Sell |
48,803
-17,644
| -27% | -$1.24M | 0.6% | 34 |
|
|
2023
Q3 | $4.22M | Sell |
66,447
-40,183
| -38% | -$2.55M | 0.82% | 25 |
|
|
2023
Q2 | $7.11M | Sell |
106,630
-118,758
| -53% | -$7.92M | 1.34% | 20 |
|
|
2023
Q1 | $14.1M | Buy |
225,388
+7,846
| +4% | +$489K | 2.84% | 4 |
|
|
2022
Q4 | $13.1M | Buy |
217,542
+73,529
| +51% | +$4.44M | 2.84% | 4 |
|
|
2022
Q3 | $7.76M | Buy |
+144,013
| New | +$7.76M | 1.99% | 11 |
|