Belpointe Asset 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 | $23.6M | Buy |
+282,059
| New | +$23.6M | 0.98% | 21 |
|
|
2023
Q2 | – | Sell |
-4,005
| Closed | -$250K | – | 1240 |
|
|
2023
Q1 | $250K | Sell |
4,005
-1,170
| -23% | -$72.9K | 0.01% | 833 |
|
|
2022
Q4 | $312K | Buy |
5,175
+2,312
| +81% | +$140K | 0.02% | 713 |
|
|
2022
Q3 | $155K | Buy |
2,863
+885
| +45% | +$47.9K | 0.01% | 949 |
|
|
2022
Q2 | $113K | Sell |
1,978
-5,169
| -72% | -$295K | 0.01% | 1065 |
|
|
2022
Q1 | $455K | Buy |
+7,147
| New | +$455K | 0.03% | 568 |
|