Bogart Wealth LLC’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 | $36.5K | Sell |
436
-59
| -12% | -$4.94K | ﹤0.01% | 504 |
|
|
2025
Q1 | $39.6K | Buy |
495
+1
| +0.2% | +$80 | ﹤0.01% | 462 |
|
|
2024
Q4 | $39.9K | Buy |
494
+2
| +0.4% | +$162 | ﹤0.01% | 442 |
|
|
2024
Q3 | $40.9K | Buy |
492
+63
| +15% | +$5.24K | ﹤0.01% | 448 |
|
|
2024
Q2 | $33.5K | Buy |
429
+2
| +0.5% | +$156 | ﹤0.01% | 464 |
|
|
2024
Q1 | $32.6K | Buy |
427
+19
| +5% | +$1.45K | ﹤0.01% | 443 |
|
|
2023
Q4 | $28.7K | Buy |
+408
| New | +$28.7K | ﹤0.01% | 449 |
|
|
2023
Q1 | – | Sell |
-7,269
| Closed | -$439K | – | 1139 |
|
|
2022
Q4 | $439K | Buy |
7,269
+43
| +0.6% | +$2.6K | 0.03% | 140 |
|
|
2022
Q3 | $390K | Buy |
+7,226
| New | +$390K | 0.03% | 135 |
|
|
2019
Q3 | – | Sell |
-35,292
| Closed | -$1.54M | – | 362 |
|
|
2019
Q2 | $1.54M | Sell |
35,292
-332
| -0.9% | -$14.5K | 0.93% | 28 |
|
|
2019
Q1 | $1.53M | Buy |
+35,624
| New | +$1.53M | 0.74% | 30 |
|