Allie Family Office’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 | $1.52M | Hold |
18,129
| – | – | 0.75% | 24 |
|
|
2025
Q1 | $1.45M | Hold |
18,129
| – | – | 0.79% | 23 |
|
|
2024
Q4 | $1.47M | Hold |
18,129
| – | – | 0.81% | 23 |
|
|
2024
Q3 | $1.51M | Hold |
18,129
| – | – | 0.81% | 23 |
|
|
2024
Q2 | $1.41M | Hold |
18,129
| – | – | 0.85% | 21 |
|
|
2024
Q1 | $1.38M | Hold |
18,129
| – | – | 0.81% | 21 |
|
|
2023
Q4 | $1.27M | Hold |
18,129
| – | – | 0.88% | 19 |
|
|
2023
Q3 | $1.15M | Buy |
18,129
+1,297
| +8% | +$82.3K | 0.93% | 18 |
|
|
2023
Q2 | $1.12M | Hold |
16,832
| – | – | 0.81% | 20 |
|
|
2023
Q1 | $1.05M | Buy |
16,832
+7,257
| +76% | +$452K | 0.78% | 20 |
|
|
2022
Q4 | $578K | Buy |
9,575
+1,377
| +17% | +$83.1K | 0.48% | 33 |
|
|
2022
Q3 | $442K | Buy |
8,198
+2,819
| +52% | +$152K | 0.38% | 37 |
|
|
2022
Q2 | $308K | Buy |
+5,379
| New | +$308K | 0.25% | 53 |
|