Apollon Wealth 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 | $3.04M | Sell |
36,352
-3,329
| -8% | -$279K | 0.06% | 272 |
|
|
2025
Q1 | $3.17M | Buy |
39,681
+18,345
| +86% | +$1.47M | 0.07% | 249 |
|
|
2024
Q4 | $1.73M | Buy |
21,336
+375
| +2% | +$30.3K | 0.04% | 368 |
|
|
2024
Q3 | $1.74M | Buy |
20,961
+3,083
| +17% | +$257K | 0.05% | 342 |
|
|
2024
Q2 | $1.4M | Buy |
17,878
+5,900
| +49% | +$461K | 0.04% | 368 |
|
|
2024
Q1 | $913K | Sell |
11,978
-2,556
| -18% | -$195K | 0.03% | 501 |
|
|
2023
Q4 | $1.02M | Buy |
+14,534
| New | +$1.02M | 0.04% | 447 |
|
|
2022
Q2 | – | Sell |
-5,717
| Closed | -$364K | – | 765 |
|
|
2022
Q1 | $364K | Sell |
5,717
-2,304
| -29% | -$147K | 0.03% | 538 |
|
|
2021
Q4 | $528K | Buy |
+8,021
| New | +$528K | 0.04% | 453 |
|