Carolinas Wealth Consulting’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 | – | Sell |
-370
| Closed | -$29.5K | – | 227 |
|
|
2025
Q1 | $29.5K | Hold |
370
| – | – | 0.01% | 402 |
|
|
2024
Q4 | $30K | Hold |
370
| – | – | 0.01% | 426 |
|
|
2024
Q3 | $30.8K | Hold |
370
| – | – | 0.01% | 424 |
|
|
2024
Q2 | $28.9K | Hold |
370
| – | – | 0.01% | 437 |
|
|
2024
Q1 | $28.2K | Hold |
370
| – | – | 0.01% | 447 |
|
|
2023
Q4 | $26K | Hold |
370
| – | – | 0.01% | 414 |
|
|
2023
Q3 | $23.1K | Hold |
370
| – | – | 0.01% | 411 |
|
|
2023
Q2 | $24.7K | Hold |
370
| – | – | ﹤0.01% | 440 |
|
|
2023
Q1 | $23.1K | Hold |
370
| – | – | ﹤0.01% | 468 |
|
|
2022
Q4 | $22.3K | Sell |
370
-510
| -58% | -$30.8K | 0.01% | 477 |
|
|
2022
Q3 | $47K | Buy |
880
+4
| +0.5% | +$214 | 0.01% | 331 |
|
|
2022
Q2 | $50K | Buy |
876
+3
| +0.3% | +$171 | 0.01% | 328 |
|
|
2022
Q1 | $56K | Buy |
873
+1
| +0.1% | +$64 | 0.01% | 333 |
|
|
2021
Q4 | $57K | Buy |
872
+502
| +136% | +$32.8K | 0.01% | 346 |
|
|
2021
Q3 | $22K | Hold |
370
| – | – | 0.01% | 457 |
|
|
2021
Q2 | $22K | Hold |
370
| – | – | ﹤0.01% | 486 |
|
|
2021
Q1 | $21K | Hold |
370
| – | – | 0.01% | 501 |
|
|
2020
Q4 | $20K | Sell |
370
-55
| -13% | -$2.97K | 0.01% | 474 |
|
|
2020
Q3 | $21K | Sell |
425
-330
| -44% | -$16.3K | 0.01% | 384 |
|
|
2020
Q2 | $34K | Buy |
+755
| New | +$34K | 0.01% | 238 |
|