Bulltick Wealth 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 | $2.07M | Buy |
24,763
+429
| +2% | +$35.9K | 0.51% | 50 |
|
|
2025
Q1 | $1.94M | Sell |
24,334
-11,700
| -32% | -$934K | 0.52% | 51 |
|
|
2024
Q4 | $2.92M | Buy |
36,034
+9,061
| +34% | +$734K | 0.67% | 37 |
|
|
2024
Q3 | $2.24M | Buy |
26,973
+4,963
| +23% | +$413K | 0.54% | 46 |
|
|
2024
Q2 | $1.72M | Sell |
22,010
-3,843
| -15% | -$300K | 0.42% | 47 |
|
|
2024
Q1 | $1.97M | Sell |
25,853
-12,715
| -33% | -$969K | 0.34% | 52 |
|
|
2023
Q4 | $2.71M | Sell |
38,568
-2,181
| -5% | -$153K | 0.62% | 47 |
|
|
2023
Q3 | $2.59M | Sell |
40,749
-13,870
| -25% | -$881K | 0.62% | 47 |
|
|
2023
Q2 | $3.64M | Buy |
54,619
+37,449
| +218% | +$2.5M | 0.81% | 42 |
|
|
2023
Q1 | $1.07M | Buy |
17,170
+13,320
| +346% | +$830K | 0.28% | 53 |
|
|
2022
Q4 | $232K | Buy |
+3,850
| New | +$232K | 0.07% | 116 |
|