Bartlett & Co 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 | $53.3K | Hold |
637
| – | – | ﹤0.01% | 648 |
|
|
2025
Q1 | $50.9K | Hold |
637
| – | – | ﹤0.01% | 645 |
|
|
2024
Q4 | $51.6K | Hold |
637
| – | – | ﹤0.01% | 646 |
|
|
2024
Q3 | $53K | Hold |
637
| – | – | ﹤0.01% | 643 |
|
|
2024
Q2 | $49.7K | Hold |
637
| – | – | ﹤0.01% | 657 |
|
|
2024
Q1 | $48.5K | Buy |
637
+248
| +64% | +$18.9K | ﹤0.01% | 669 |
|
|
2023
Q4 | $27.4K | Buy |
389
+195
| +101% | +$13.7K | ﹤0.01% | 812 |
|
|
2023
Q3 | $12.3K | Hold |
194
| – | – | ﹤0.01% | 901 |
|
|
2023
Q2 | $12.9K | Hold |
194
| – | – | ﹤0.01% | 893 |
|
|
2023
Q1 | $12.1K | Hold |
194
| – | – | ﹤0.01% | 793 |
|
|
2022
Q4 | $11.7K | Hold |
194
| – | – | ﹤0.01% | 807 |
|
|
2022
Q3 | $10.5K | Hold |
194
| – | – | ﹤0.01% | 817 |
|
|
2022
Q2 | $11.1K | Hold |
194
| – | – | ﹤0.01% | 847 |
|
|
2022
Q1 | $12.4K | Buy |
+194
| New | +$12.4K | ﹤0.01% | 801 |
|
|
2020
Q2 | – | Sell |
-206
| Closed | -$8.02K | – | 853 |
|
|
2020
Q1 | $8.02K | Buy |
+206
| New | +$8.02K | ﹤0.01% | 684 |
|