Baker Tilly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,837
| Closed | -$292K | – | 314 |
|
|
2024
Q1 | $292K | Sell |
3,837
-2,314
| -38% | -$176K | 0.05% | 350 |
|
|
2023
Q4 | $432K | Buy |
6,151
+2,675
| +77% | +$188K | 0.07% | 311 |
|
|
2023
Q3 | $221K | Sell |
3,476
-1,494
| -30% | -$94.9K | 0.04% | 423 |
|
|
2023
Q2 | $331K | Buy |
4,970
+338
| +7% | +$22.5K | 0.03% | 438 |
|
|
2023
Q1 | $289K | Buy |
4,632
+1,208
| +35% | +$75.3K | 0.03% | 457 |
|
|
2022
Q4 | $207K | Buy |
+3,424
| New | +$207K | 0.03% | 502 |
|