Addison 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 | $98.4K | Hold |
1,175
| – | – | 0.02% | 311 |
|
|
2025
Q1 | $93.8K | Sell |
1,175
-40
| -3% | -$3.19K | 0.03% | 309 |
|
|
2024
Q4 | $98.3K | Hold |
1,215
| – | – | 0.03% | 304 |
|
|
2024
Q3 | $101K | Hold |
1,215
| – | – | 0.03% | 305 |
|
|
2024
Q2 | $94.8K | Hold |
1,215
| – | – | 0.03% | 294 |
|
|
2024
Q1 | $92.6K | Hold |
1,215
| – | – | 0.03% | 296 |
|
|
2023
Q4 | $85.4K | Hold |
1,215
| – | – | 0.03% | 288 |
|
|
2023
Q3 | $77.1K | Hold |
1,215
| – | – | 0.04% | 274 |
|
|
2023
Q2 | $81K | Buy |
1,215
+160
| +15% | +$10.7K | 0.04% | 264 |
|
|
2023
Q1 | $65.8K | Hold |
1,055
| – | – | 0.04% | 272 |
|
|
2022
Q4 | $63.7K | Buy |
1,055
+615
| +140% | +$37.1K | 0.04% | 267 |
|
|
2022
Q3 | $24K | Buy |
+440
| New | +$24K | 0.01% | 334 |
|