Capital Investment Advisory Services’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 | $4.95M | Buy |
59,160
+193
| +0.3% | +$16.2K | 0.41% | 59 |
|
|
2025
Q1 | $4.71M | Buy |
58,967
+252
| +0.4% | +$20.1K | 0.42% | 57 |
|
|
2024
Q4 | $4.75M | Sell |
58,715
-375
| -0.6% | -$30.3K | 0.46% | 54 |
|
|
2024
Q3 | $4.92M | Buy |
59,090
+3,124
| +6% | +$260K | 0.47% | 52 |
|
|
2024
Q2 | $4.37M | Buy |
55,966
+148
| +0.3% | +$11.6K | 0.45% | 50 |
|
|
2024
Q1 | $4.25M | Sell |
55,818
-241
| -0.4% | -$18.4K | 0.46% | 44 |
|
|
2023
Q4 | $3.94M | Buy |
56,059
+157
| +0.3% | +$11K | 0.36% | 48 |
|
|
2023
Q3 | $3.55M | Buy |
55,902
+249
| +0.4% | +$15.8K | 0.35% | 45 |
|
|
2023
Q2 | $3.71M | Buy |
55,653
+629
| +1% | +$41.9K | 0.37% | 44 |
|
|
2023
Q1 | $3.43M | Sell |
55,024
-269
| -0.5% | -$16.8K | 0.41% | 50 |
|
|
2022
Q4 | $3.34M | Buy |
55,293
+3,430
| +7% | +$207K | 0.4% | 48 |
|
|
2022
Q3 | $2.8M | Buy |
51,863
+4,795
| +10% | +$259K | 0.36% | 53 |
|
|
2022
Q2 | $2.7M | Buy |
47,068
+3,966
| +9% | +$227K | 0.33% | 60 |
|
|
2022
Q1 | $2.74M | Buy |
43,102
+554
| +1% | +$35.3K | 0.3% | 67 |
|
|
2021
Q4 | $2.8M | Buy |
+42,548
| New | +$2.8M | 0.33% | 64 |
|
|
2020
Q2 | – | Sell |
-565
| Closed | -$22K | – | 583 |
|
|
2020
Q1 | $22K | Hold |
565
| – | – | 0.01% | 433 |
|
|
2019
Q4 | $27K | Hold |
565
| – | – | 0.01% | 425 |
|
|
2019
Q3 | $25K | Hold |
565
| – | – | 0.01% | 744 |
|
|
2019
Q2 | $25K | Hold |
565
| – | – | 0.01% | 723 |
|
|
2019
Q1 | $24K | Hold |
565
| – | – | 0.01% | 638 |
|
|
2018
Q4 | $22K | Buy |
+565
| New | +$22K | 0.01% | 623 |
|