Atria Wealth Solutions’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 | $3.41M | Sell |
40,492
-48,671
| -55% | -$4.1M | 0.08% | 287 |
|
|
2025
Q1 | $7.12M | Sell |
89,163
-8,557
| -9% | -$683K | 0.09% | 245 |
|
|
2024
Q4 | $7.91M | Buy |
97,720
+3,116
| +3% | +$252K | 0.09% | 240 |
|
|
2024
Q3 | $7.87M | Sell |
94,604
-76,744
| -45% | -$6.39M | 0.09% | 242 |
|
|
2024
Q2 | $13.4M | Sell |
171,348
-27,230
| -14% | -$2.13M | 0.15% | 145 |
|
|
2024
Q1 | $15.1M | Buy |
198,578
+7,451
| +4% | +$568K | 0.17% | 129 |
|
|
2023
Q4 | $13.4M | Buy |
191,127
+2,367
| +1% | +$166K | 0.17% | 128 |
|
|
2023
Q3 | $12M | Buy |
188,760
+125,118
| +197% | +$7.94M | 0.17% | 130 |
|
|
2023
Q2 | $4.24M | Buy |
63,642
+13,326
| +26% | +$888K | 0.06% | 331 |
|
|
2023
Q1 | $3.14M | Sell |
50,316
-5,003
| -9% | -$312K | 0.05% | 398 |
|
|
2022
Q4 | $3.34M | Sell |
55,319
-17,699
| -24% | -$1.07M | 0.05% | 352 |
|
|
2022
Q3 | $3.94M | Buy |
73,018
+10,064
| +16% | +$543K | 0.07% | 286 |
|
|
2022
Q2 | $3.61M | Sell |
62,954
-17,476
| -22% | -$1M | 0.07% | 286 |
|
|
2022
Q1 | $5.12M | Buy |
+80,430
| New | +$5.12M | 0.09% | 247 |
|