Biltmore Family Office’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 | $590K | Sell |
7,050
-950
| -12% | -$79.6K | 0.1% | 115 |
|
|
2025
Q1 | $639K | Hold |
8,000
| – | – | 0.11% | 114 |
|
|
2024
Q4 | $648K | Hold |
8,000
| – | – | 0.11% | 110 |
|
|
2024
Q3 | $666K | Hold |
8,000
| – | – | 0.11% | 109 |
|
|
2024
Q2 | $624K | Hold |
8,000
| – | – | 0.11% | 100 |
|
|
2024
Q1 | $610K | Hold |
8,000
| – | – | 0.12% | 98 |
|
|
2023
Q4 | $562K | Hold |
8,000
| – | – | 0.12% | 102 |
|
|
2023
Q3 | $508K | Hold |
8,000
| – | – | 0.12% | 111 |
|
|
2023
Q2 | $533K | Hold |
8,000
| – | – | 0.11% | 101 |
|
|
2023
Q1 | $499K | Hold |
8,000
| – | – | 0.11% | 126 |
|
|
2022
Q4 | $483K | Hold |
8,000
| – | – | 0.1% | 127 |
|
|
2022
Q3 | $431K | Hold |
8,000
| – | – | 0.1% | 110 |
|
|
2022
Q2 | $458K | Hold |
8,000
| – | – | 0.11% | 112 |
|
|
2022
Q1 | $509K | Hold |
8,000
| – | – | 0.11% | 103 |
|
|
2021
Q4 | $527K | Buy |
+8,000
| New | +$527K | 0.1% | 119 |
|