Capital Investment Advisors’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 | $286K | Sell |
3,416
-21
| -0.6% | -$1.76K | 0.01% | 582 |
|
|
2025
Q1 | $274K | Sell |
3,437
-198
| -5% | -$15.8K | 0.01% | 572 |
|
|
2024
Q4 | $294K | Buy |
3,635
+100
| +3% | +$8.09K | 0.01% | 524 |
|
|
2024
Q3 | $294K | Buy |
3,535
+415
| +13% | +$34.5K | 0.01% | 515 |
|
|
2024
Q2 | $244K | Buy |
3,120
+300
| +11% | +$23.4K | 0.01% | 535 |
|
|
2024
Q1 | $215K | Sell |
2,820
-250
| -8% | -$19K | 0.01% | 571 |
|
|
2023
Q4 | $216K | Buy |
+3,070
| New | +$216K | 0.01% | 550 |
|