Capital Market Strategies’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
Q1 | – | Sell |
-4,764
| Closed | -$386K | – | 148 |
|
|
2024
Q4 | $386K | Buy |
4,764
+335
| +8% | +$27.1K | 0.22% | 97 |
|
|
2024
Q3 | $369K | Buy |
4,429
+27
| +0.6% | +$2.25K | 0.22% | 89 |
|
|
2024
Q2 | $344K | Buy |
4,402
+381
| +9% | +$29.7K | 0.22% | 98 |
|
|
2024
Q1 | $306K | Buy |
4,021
+554
| +16% | +$42.2K | 0.23% | 100 |
|
|
2023
Q4 | $244K | Buy |
3,467
+105
| +3% | +$7.38K | 0.21% | 124 |
|
|
2023
Q3 | $210K | Buy |
+3,362
| New | +$210K | 0.21% | 128 |
|