Avior Wealth Management’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 | $391K | Hold |
4,667
| – | – | 0.01% | 500 |
|
|
2025
Q1 | $373K | Sell |
4,667
-600
| -11% | -$47.9K | 0.01% | 492 |
|
|
2024
Q4 | $426K | Buy |
5,267
+2
| +0% | +$162 | 0.02% | 494 |
|
|
2024
Q3 | $438K | Buy |
5,265
+479
| +10% | +$39.9K | 0.02% | 485 |
|
|
2024
Q2 | $374K | Buy |
4,786
+3
| +0.1% | +$234 | 0.02% | 511 |
|
|
2024
Q1 | $364K | Buy |
4,783
+4
| +0.1% | +$305 | 0.02% | 530 |
|
|
2023
Q4 | $336K | Sell |
4,779
-51
| -1% | -$3.59K | 0.02% | 423 |
|
|
2023
Q3 | $307K | Buy |
4,830
+1,886
| +64% | +$120K | 0.02% | 433 |
|
|
2023
Q2 | $196K | Buy |
2,944
+217
| +8% | +$14.5K | 0.01% | 525 |
|
|
2023
Q1 | $170K | Buy |
2,727
+1,852
| +212% | +$115K | 0.01% | 552 |
|
|
2022
Q4 | $52.8K | Hold |
875
| – | – | ﹤0.01% | 618 |
|
|
2022
Q3 | $47K | Buy |
+875
| New | +$47K | ﹤0.01% | 616 |
|