Bison Wealth’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
Q4 | $284K | Sell |
3,503
-432
| -11% | -$35K | 0.06% | 238 |
|
|
2024
Q3 | $328K | Sell |
3,935
-48
| -1% | -$4K | 0.05% | 308 |
|
|
2024
Q2 | $303K | Hold |
3,983
| – | – | 0.05% | 331 |
|
|
2024
Q1 | $303K | Buy |
+3,983
| New | +$303K | 0.05% | 331 |
|
|
2023
Q1 | – | Sell |
-25,791
| Closed | -$1.59M | – | 256 |
|
|
2022
Q4 | $1.59M | Buy |
25,791
+18,017
| +232% | +$1.11M | 0.51% | 63 |
|
|
2022
Q3 | $419K | Buy |
+7,774
| New | +$419K | 0.16% | 157 |
|