Bryn Mawr 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 | $1.51M | Buy |
18,081
+699
| +4% | +$58.5K | 0.08% | 167 |
|
|
2025
Q1 | $1.39M | Buy |
17,382
+41
| +0.2% | +$3.27K | 0.08% | 173 |
|
|
2024
Q4 | $1.4M | Buy |
17,341
+12,344
| +247% | +$999K | 0.08% | 184 |
|
|
2024
Q3 | $416K | Buy |
4,997
+1,194
| +31% | +$99.4K | 0.02% | 300 |
|
|
2024
Q2 | $297K | Hold |
3,803
| – | – | 0.02% | 336 |
|
|
2024
Q1 | $290K | Hold |
3,803
| – | – | 0.02% | 345 |
|
|
2023
Q4 | $267K | Buy |
+3,803
| New | +$267K | 0.02% | 348 |
|