Advisornet Financial’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 | $62.6K | Hold |
747
| – | – | ﹤0.01% | 913 |
|
|
2025
Q1 | $59.7K | Buy |
747
+243
| +48% | +$19.4K | ﹤0.01% | 877 |
|
|
2024
Q4 | $40.8K | Sell |
504
-199
| -28% | -$16.1K | ﹤0.01% | 927 |
|
|
2024
Q3 | $58.5K | Hold |
703
| – | – | ﹤0.01% | 860 |
|
|
2024
Q2 | $54.9K | Buy |
703
+140
| +25% | +$10.9K | 0.01% | 792 |
|
|
2024
Q1 | $42.9K | Hold |
563
| – | – | ﹤0.01% | 852 |
|
|
2023
Q4 | $39.6K | Buy |
563
+200
| +55% | +$14.1K | ﹤0.01% | 877 |
|
|
2023
Q3 | $23K | Buy |
363
+200
| +123% | +$12.7K | ﹤0.01% | 992 |
|
|
2023
Q2 | $10.9K | Hold |
163
| – | – | ﹤0.01% | 1300 |
|
|
2023
Q1 | $10.2K | Hold |
163
| – | – | ﹤0.01% | 1298 |
|
|
2022
Q4 | $9.84K | Hold |
163
| – | – | ﹤0.01% | 1302 |
|
|
2022
Q3 | $9K | Hold |
163
| – | – | ﹤0.01% | 1346 |
|
|
2022
Q2 | $9K | Hold |
163
| – | – | ﹤0.01% | 1358 |
|
|
2022
Q1 | $10K | Hold |
163
| – | – | ﹤0.01% | 1427 |
|
|
2021
Q4 | $11K | Hold |
163
| – | – | ﹤0.01% | 1439 |
|
|
2021
Q3 | $10K | Hold |
163
| – | – | ﹤0.01% | 1431 |
|
|
2021
Q2 | $10K | Buy |
+163
| New | +$10K | ﹤0.01% | 1393 |
|
|
2020
Q4 | – | Sell |
-184
| Closed | -$9K | – | 1688 |
|
|
2020
Q3 | $9K | Buy |
+184
| New | +$9K | ﹤0.01% | 1278 |
|