Arkadios Wealth Advisors’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 | $1.81M | Buy |
21,617
+2,125
| +11% | +$178K | 0.05% | 373 |
|
|
2025
Q1 | $1.56M | Buy |
19,492
+14,972
| +331% | +$1.2M | 0.06% | 347 |
|
|
2024
Q4 | $366K | Buy |
4,520
+551
| +14% | +$44.6K | 0.02% | 657 |
|
|
2024
Q3 | $330K | Buy |
+3,969
| New | +$330K | 0.02% | 673 |
|
|
2023
Q2 | – | Sell |
-4,930
| Closed | -$307K | – | 615 |
|
|
2023
Q1 | $307K | Sell |
4,930
-13
| -0.3% | -$810 | 0.04% | 430 |
|
|
2022
Q4 | $298K | Buy |
4,943
+566
| +13% | +$34.2K | 0.04% | 408 |
|
|
2022
Q3 | $236K | Sell |
4,377
-1,699
| -28% | -$91.6K | 0.04% | 440 |
|
|
2022
Q2 | $348K | Sell |
6,076
-1,031
| -15% | -$59.1K | 0.05% | 357 |
|
|
2022
Q1 | $452K | Sell |
7,107
-1,447
| -17% | -$92K | 0.06% | 333 |
|
|
2021
Q4 | $563K | Sell |
8,554
-4,945
| -37% | -$325K | 0.07% | 296 |
|
|
2021
Q3 | $794K | Sell |
13,499
-1,478
| -10% | -$86.9K | 0.11% | 203 |
|
|
2021
Q2 | $893K | Sell |
14,977
-25,164
| -63% | -$1.5M | 0.11% | 224 |
|
|
2021
Q1 | $2.3M | Buy |
40,141
+3,690
| +10% | +$211K | 0.38% | 67 |
|
|
2020
Q4 | $1.97M | Buy |
36,451
+36,049
| +8,967% | +$1.94M | 0.41% | 66 |
|
|
2020
Q3 | $20.7K | Sell |
402
-226
| -36% | -$11.6K | 0.01% | 595 |
|
|
2020
Q2 | $29.4K | Buy |
628
+119
| +23% | +$5.57K | 0.02% | 469 |
|
|
2020
Q1 | $19.8K | Sell |
509
-412
| -45% | -$16K | 0.01% | 488 |
|
|
2019
Q4 | $45.6K | Buy |
+921
| New | +$45.6K | 0.03% | 326 |
|