Central Valley 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 | $1.27M | Sell |
15,222
-497
| -3% | -$41.6K | 0.43% | 62 |
|
|
2025
Q1 | $1.26M | Sell |
15,719
-465
| -3% | -$37.1K | 0.48% | 58 |
|
|
2024
Q4 | $1.31M | Sell |
16,184
-2,002
| -11% | -$162K | 0.6% | 46 |
|
|
2024
Q3 | $1.51M | Sell |
18,186
-835
| -4% | -$69.5K | 0.85% | 36 |
|
|
2024
Q2 | $1.16M | Sell |
19,021
-150
| -0.8% | -$9.13K | 0.49% | 47 |
|
|
2024
Q1 | $1.46M | Sell |
19,171
-8
| -0% | -$610 | 0.75% | 39 |
|
|
2023
Q4 | $1.35M | Buy |
+19,179
| New | +$1.35M | 0.79% | 38 |
|