BFG
Bouchey Financial Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $72.6M | Buy |
866,443
+1,647
| +0.2% | +$138K | 6.03% | 5 |
|
|
2025
Q1 | $69.1M | Sell |
864,796
-17,179
| -2% | -$1.37M | 6.23% | 4 |
|
|
2024
Q4 | $71.4M | Sell |
881,975
-64,055
| -7% | -$5.18M | 6.24% | 5 |
|
|
2024
Q3 | $78.7M | Sell |
946,030
-19,794
| -2% | -$1.65M | 7.04% | 3 |
|
|
2024
Q2 | $75.4M | Buy |
965,824
+450,179
| +87% | +$35.1M | 7.16% | 3 |
|
|
2024
Q1 | $39.3M | Buy |
515,645
+292
| +0.1% | +$22.2K | 3.87% | 7 |
|
|
2023
Q4 | $36.2M | Buy |
515,353
+3,670
| +0.7% | +$258K | 3.88% | 7 |
|
|
2023
Q3 | $32.5M | Buy |
511,683
+11,817
| +2% | +$750K | 3.98% | 7 |
|
|
2023
Q2 | $33.3M | Buy |
499,866
+237
| +0% | +$15.8K | 4.03% | 6 |
|
|
2023
Q1 | $31.1M | Buy |
499,629
+4,047
| +0.8% | +$252K | 4.11% | 7 |
|
|
2022
Q4 | $29.9M | Buy |
495,582
+7,121
| +1% | +$430K | 4.31% | 6 |
|
|
2022
Q3 | $26.3M | Buy |
488,461
+12,570
| +3% | +$678K | 3.85% | 6 |
|
|
2022
Q2 | $27.3M | Buy |
475,891
+73
| +0% | +$4.18K | 4.37% | 5 |
|
|
2022
Q1 | $30.3M | Buy |
475,818
+42,034
| +10% | +$2.68M | 4.06% | 6 |
|
|
2021
Q4 | $28.6M | Sell |
433,784
-10,143
| -2% | -$668K | 3.84% | 8 |
|
|
2021
Q3 | $26.1M | Buy |
443,927
+13,515
| +3% | +$795K | 3.63% | 9 |
|
|
2021
Q2 | $25.7M | Buy |
430,412
+16,618
| +4% | +$992K | 4.09% | 9 |
|
|
2021
Q1 | $23.7M | Buy |
413,794
+14,851
| +4% | +$849K | 3.82% | 10 |
|
|
2020
Q4 | $21.5M | Buy |
398,943
+6,262
| +2% | +$338K | 3.69% | 10 |
|
|
2020
Q3 | $19.5M | Buy |
392,681
+21,901
| +6% | +$1.09M | 3.77% | 10 |
|
|
2020
Q2 | $16.9M | Buy |
370,780
+99,037
| +36% | +$4.51M | 3.55% | 11 |
|
|
2020
Q1 | $10.6M | Buy |
+271,743
| New | +$10.6M | 2.81% | 12 |
|