Anchor Investment Management’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 | $823K | Hold |
9,825
| – | – | 0.07% | 206 |
|
|
2025
Q1 | $785K | Hold |
9,825
| – | – | 0.07% | 204 |
|
|
2024
Q4 | $795K | Sell |
9,825
-150
| -2% | -$12.1K | 0.07% | 205 |
|
|
2024
Q3 | $830K | Buy |
9,975
+9,825
| +6,550% | +$818K | 0.08% | 204 |
|
|
2024
Q2 | $11.7K | Hold |
150
| – | – | ﹤0.01% | 724 |
|
|
2024
Q1 | $11.4K | Hold |
150
| – | – | ﹤0.01% | 752 |
|
|
2023
Q4 | $10.5K | Hold |
150
| – | – | ﹤0.01% | 738 |
|
|
2023
Q3 | $9.52K | Buy |
150
+30
| +25% | +$1.91K | ﹤0.01% | 753 |
|
|
2023
Q2 | $8K | Hold |
120
| – | – | ﹤0.01% | 769 |
|
|
2023
Q1 | $7.48K | Hold |
120
| – | – | ﹤0.01% | 785 |
|
|
2022
Q4 | $7.24K | Buy |
+120
| New | +$7.24K | ﹤0.01% | 755 |
|
|
2022
Q1 | – | Sell |
-300
| Closed | -$19.8K | – | 995 |
|
|
2021
Q4 | $19.8K | Buy |
+300
| New | +$19.8K | ﹤0.01% | 699 |
|