Ameritas Advisory Services’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 | $1.87M | Sell |
22,274
-61,347
| -73% | -$5.14M | 0.1% | 205 |
|
|
2025
Q1 | $6.68M | Buy |
83,621
+1,423
| +2% | +$114K | 0.27% | 73 |
|
|
2024
Q4 | $6.65M | Sell |
82,198
-4,848
| -6% | -$392K | 0.23% | 84 |
|
|
2024
Q3 | $7.24M | Sell |
87,046
-23,293
| -21% | -$1.94M | 0.31% | 71 |
|
|
2024
Q2 | $8.61M | Sell |
110,339
-2,190
| -2% | -$171K | 0.32% | 60 |
|
|
2024
Q1 | $8.57M | Buy |
112,529
+34,005
| +43% | +$2.59M | 0.35% | 59 |
|
|
2023
Q4 | $5.52M | Buy |
78,524
+34,470
| +78% | +$2.42M | 0.3% | 75 |
|
|
2023
Q3 | $2.8M | Buy |
+44,054
| New | +$2.8M | 0.14% | 151 |
|
|
2023
Q2 | – | Sell |
-635
| Closed | -$39.8K | – | 1009 |
|
|
2023
Q1 | $39.8K | Buy |
+635
| New | +$39.8K | ﹤0.01% | 1354 |
|