Central Trust Company’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 | $80.4K | Buy |
960
+655
| +215% | +$54.9K | ﹤0.01% | 711 |
|
2025
Q1 | $24.4K | Hold |
305
| – | – | ﹤0.01% | 937 |
|
2024
Q4 | $24.7K | Hold |
305
| – | – | ﹤0.01% | 930 |
|
2024
Q3 | $25.4K | Hold |
305
| – | – | ﹤0.01% | 909 |
|
2024
Q2 | $23.8K | Hold |
305
| – | – | ﹤0.01% | 910 |
|
2024
Q1 | $23.2K | Hold |
305
| – | – | ﹤0.01% | 938 |
|
2023
Q4 | $21.4K | Buy |
305
+139
| +84% | +$9.77K | ﹤0.01% | 944 |
|
2023
Q3 | $10.5K | Buy |
+166
| New | +$10.5K | ﹤0.01% | 1053 |
|
2020
Q4 | – | Sell |
-400
| Closed | -$20K | – | 1072 |
|
2020
Q3 | $20K | Hold |
400
| – | – | ﹤0.01% | 763 |
|
2020
Q2 | $18K | Sell |
400
-2,760
| -87% | -$124K | ﹤0.01% | 752 |
|
2020
Q1 | $123K | Buy |
+3,160
| New | +$123K | 0.01% | 483 |
|