Ausdal Financial Partners’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 | $5.04M | Buy |
60,137
+7,096
| +13% | +$594K | 0.34% | 68 |
|
|
2025
Q1 | $4.24M | Sell |
53,041
-3,050
| -5% | -$244K | 0.32% | 67 |
|
|
2024
Q4 | $4.54M | Buy |
56,091
+7,499
| +15% | +$607K | 0.39% | 57 |
|
|
2024
Q3 | $4.04M | Buy |
48,592
+1,816
| +4% | +$151K | 0.42% | 48 |
|
|
2024
Q2 | $3.65M | Buy |
46,776
+1,202
| +3% | +$93.8K | 0.39% | 58 |
|
|
2024
Q1 | $3.47M | Buy |
45,574
+1,877
| +4% | +$143K | 0.4% | 60 |
|
|
2023
Q4 | $3.07M | Buy |
43,697
+416
| +1% | +$29.2K | 0.38% | 61 |
|
|
2023
Q3 | $2.75M | Buy |
43,281
+2,734
| +7% | +$174K | 0.38% | 65 |
|
|
2023
Q2 | $2.7M | Buy |
40,547
+5,555
| +16% | +$370K | 0.37% | 64 |
|
|
2023
Q1 | $2.18M | Sell |
34,992
-903
| -3% | -$56.3K | 0.3% | 80 |
|
|
2022
Q4 | $2.17M | Buy |
35,895
+4,232
| +13% | +$255K | 0.31% | 79 |
|
|
2022
Q3 | $1.71M | Buy |
31,663
+1,982
| +7% | +$107K | 0.27% | 94 |
|
|
2022
Q2 | $1.7M | Sell |
29,681
-10
| -0% | -$573 | 0.26% | 112 |
|
|
2022
Q1 | $1.89M | Buy |
29,691
+25
| +0.1% | +$1.59K | 0.26% | 103 |
|
|
2021
Q4 | $1.95M | Sell |
29,666
-1
| -0% | -$66 | 0.26% | 104 |
|
|
2021
Q3 | $1.75M | Sell |
29,667
-208
| -0.7% | -$12.2K | 0.26% | 111 |
|
|
2021
Q2 | $1.78M | Sell |
29,875
-3,356
| -10% | -$200K | 0.27% | 108 |
|
|
2021
Q1 | $1.9M | Sell |
33,231
-10,743
| -24% | -$615K | 0.32% | 89 |
|
|
2020
Q4 | $2.37M | Buy |
43,974
+5,131
| +13% | +$277K | 0.46% | 57 |
|
|
2020
Q3 | $1.93M | Buy |
+38,843
| New | +$1.93M | 0.47% | 54 |
|