Aries 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 | $4.32M | Sell |
51,589
-7,059
| -12% | -$591K | 1.13% | 23 |
|
|
2025
Q1 | $4.68M | Sell |
58,648
-588
| -1% | -$47K | 1.27% | 21 |
|
|
2024
Q4 | $4.79M | Sell |
59,236
-251
| -0.4% | -$20.3K | 1.32% | 19 |
|
|
2024
Q3 | $4.95M | Buy |
59,487
+60
| +0.1% | +$4.99K | 1.36% | 16 |
|
|
2024
Q2 | $4.64M | Buy |
59,427
+2,226
| +4% | +$174K | 1.46% | 16 |
|
|
2024
Q1 | $4.36M | Buy |
57,201
+1,952
| +4% | +$149K | 1.4% | 15 |
|
|
2023
Q4 | $3.88M | Buy |
55,249
+5,180
| +10% | +$364K | 1.38% | 14 |
|
|
2023
Q3 | $3.24M | Buy |
50,069
+5,827
| +13% | +$377K | 1.27% | 20 |
|
|
2023
Q2 | $2.95M | Buy |
44,242
+1,618
| +4% | +$108K | 1.14% | 22 |
|
|
2023
Q1 | $2.66M | Buy |
42,624
+1,750
| +4% | +$109K | 1.09% | 23 |
|
|
2022
Q4 | $2.47M | Buy |
40,874
+2,095
| +5% | +$126K | 1.06% | 23 |
|
|
2022
Q3 | $2.32M | Buy |
38,779
+6,252
| +19% | +$374K | 1.03% | 26 |
|
|
2022
Q2 | $1.86M | Buy |
+32,527
| New | +$1.86M | 0.85% | 33 |
|
|
2022
Q1 | – | Sell |
-6,917
| Closed | -$456K | – | 109 |
|
|
2021
Q4 | $456K | Buy |
+6,917
| New | +$456K | 0.17% | 119 |
|