Brookstone Capital 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 | $897K | Sell |
10,716
-1,922
| -15% | -$161K | 0.01% | 592 |
|
|
2025
Q1 | $1.01M | Sell |
12,638
-990
| -7% | -$79.1K | 0.01% | 553 |
|
|
2024
Q4 | $1.1M | Sell |
13,628
-3,428
| -20% | -$277K | 0.02% | 507 |
|
|
2024
Q3 | $1.42M | Sell |
17,056
-6,405
| -27% | -$533K | 0.02% | 433 |
|
|
2024
Q2 | $1.89M | Sell |
23,461
-14,121
| -38% | -$1.14M | 0.03% | 382 |
|
|
2024
Q1 | $2.86M | Sell |
37,582
-10,829
| -22% | -$825K | 0.05% | 299 |
|
|
2023
Q4 | $3.4M | Buy |
48,411
+43,793
| +948% | +$3.08M | 0.07% | 244 |
|
|
2023
Q3 | $293K | Buy |
+4,618
| New | +$293K | 0.01% | 688 |
|