Avant Capital’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 | $8.53M | Buy |
101,824
+2,606
| +3% | +$218K | 6.61% | 1 |
|
|
2025
Q1 | $7.92M | Buy |
99,218
+4,708
| +5% | +$376K | 6.59% | 2 |
|
|
2024
Q4 | $7.65M | Buy |
+94,510
| New | +$7.65M | 6.34% | 2 |
|
|
2023
Q3 | $3.87M | Buy |
60,896
+2,797
| +5% | +$178K | 4.42% | 5 |
|
|
2023
Q2 | $3.87M | Buy |
58,099
+2,395
| +4% | +$160K | 4.27% | 7 |
|
|
2023
Q1 | $3.47M | Buy |
55,704
+4,514
| +9% | +$281K | 4.01% | 8 |
|
|
2022
Q4 | $3.09M | Sell |
51,190
-980
| -2% | -$59.2K | 3.79% | 9 |
|
|
2022
Q3 | $2.81M | Buy |
52,170
+2,120
| +4% | +$114K | 3.8% | 10 |
|
|
2022
Q2 | $2.87M | Sell |
50,050
-728
| -1% | -$41.7K | 3.71% | 11 |
|
|
2022
Q1 | $3.23M | Buy |
50,778
+1,723
| +4% | +$110K | 3.62% | 10 |
|
|
2021
Q4 | $3.23M | Buy |
+49,055
| New | +$3.23M | 3.55% | 10 |
|