Atria Investments’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 | $28M | Buy |
334,535
+15,143
| +5% | +$1.27M | 0.33% | 47 |
|
|
2025
Q1 | $25.5M | Buy |
319,392
+19,959
| +7% | +$1.59M | 0.33% | 52 |
|
|
2024
Q4 | $24.2M | Buy |
299,433
+45,590
| +18% | +$3.69M | 0.3% | 55 |
|
|
2024
Q3 | $21.1M | Buy |
253,843
+88,381
| +53% | +$7.35M | 0.26% | 68 |
|
|
2024
Q2 | $12.9M | Buy |
165,462
+41,552
| +34% | +$3.24M | 0.17% | 132 |
|
|
2024
Q1 | $9.44M | Sell |
123,910
-3,274
| -3% | -$249K | 0.13% | 181 |
|
|
2023
Q4 | $8.94M | Buy |
127,184
+48,410
| +61% | +$3.4M | 0.14% | 178 |
|
|
2023
Q3 | $5M | Buy |
78,774
+19,094
| +32% | +$1.21M | 0.09% | 284 |
|
|
2023
Q2 | $3.98M | Buy |
59,680
+6,173
| +12% | +$411K | 0.07% | 335 |
|
|
2023
Q1 | $3.34M | Buy |
53,507
+8,066
| +18% | +$503K | 0.06% | 362 |
|
|
2022
Q4 | $2.74M | Sell |
45,441
-2,142
| -5% | -$129K | 0.06% | 407 |
|
|
2022
Q3 | $2.57M | Buy |
47,583
+24,049
| +102% | +$1.3M | 0.06% | 408 |
|
|
2022
Q2 | $1.35M | Buy |
+23,534
| New | +$1.35M | 0.03% | 631 |
|
|
2019
Q2 | – | Sell |
-96,541
| Closed | -$4.16M | – | 991 |
|
|
2019
Q1 | $4.16M | Buy |
96,541
+82,473
| +586% | +$3.55M | 0.18% | 111 |
|
|
2018
Q4 | $539K | Sell |
14,068
-1,778
| -11% | -$68.1K | 0.02% | 481 |
|
|
2018
Q3 | $702K | Sell |
15,846
-203
| -1% | -$8.99K | 0.03% | 495 |
|
|
2018
Q2 | $658K | Buy |
+16,049
| New | +$658K | 0.03% | 488 |
|