Burns Matteson 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 | $3.83M | Sell |
45,750
-5,754
| -11% | -$482K | 1.85% | 17 |
|
|
2025
Q1 | $4.11M | Sell |
51,504
-245
| -0.5% | -$19.6K | 2.21% | 10 |
|
|
2024
Q4 | $4.19M | Sell |
51,749
-677
| -1% | -$54.8K | 2.35% | 10 |
|
|
2024
Q3 | $4.36M | Buy |
52,426
+12,289
| +31% | +$1.02M | 2.45% | 9 |
|
|
2024
Q2 | $3.13M | Buy |
40,137
+14,243
| +55% | +$1.11M | 1.97% | 12 |
|
|
2024
Q1 | $1.97M | Buy |
25,894
+21,422
| +479% | +$1.63M | 1.28% | 19 |
|
|
2023
Q4 | $314K | Buy |
+4,472
| New | +$314K | 0.22% | 113 |
|