ACT Advisors’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 | $22.3M | Sell |
266,894
-7,604
| -3% | -$637K | 10.34% | 4 |
|
|
2025
Q1 | $21.9M | Sell |
274,498
-2,343
| -0.8% | -$187K | 11.9% | 4 |
|
|
2024
Q4 | $22.4M | Buy |
276,841
+3,052
| +1% | +$247K | 12.06% | 3 |
|
|
2024
Q3 | $22.8M | Buy |
273,789
+2,998
| +1% | +$249K | 10.75% | 3 |
|
|
2024
Q2 | $21.1M | Buy |
270,791
+314
| +0.1% | +$24.5K | 11% | 4 |
|
|
2024
Q1 | $20.6M | Buy |
+270,477
| New | +$20.6M | 11.3% | 3 |
|