Cerity Partners’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 | $31.8M | Sell |
379,667
-51,466
| -12% | -$4.31M | 0.06% | 267 |
|
|
2025
Q1 | $34.4M | Sell |
431,133
-77,814
| -15% | -$6.21M | 0.07% | 229 |
|
|
2024
Q4 | $41.2M | Buy |
508,947
+343,207
| +207% | +$27.8M | 0.09% | 194 |
|
|
2024
Q3 | $13.8M | Buy |
165,740
+5,507
| +3% | +$458K | 0.03% | 404 |
|
|
2024
Q2 | $12.5M | Buy |
160,233
+34,947
| +28% | +$2.73M | 0.03% | 367 |
|
|
2024
Q1 | $9.55M | Buy |
125,286
+13,146
| +12% | +$1M | 0.03% | 475 |
|
|
2023
Q4 | $7.88M | Buy |
112,140
+98,743
| +737% | +$6.94M | 0.03% | 415 |
|
|
2023
Q3 | $851K | Buy |
13,397
+5,122
| +62% | +$325K | ﹤0.01% | 803 |
|
|
2023
Q2 | $551K | Buy |
8,275
+3,793
| +85% | +$253K | ﹤0.01% | 1137 |
|
|
2023
Q1 | $279K | Buy |
4,482
+804
| +22% | +$50.1K | ﹤0.01% | 1554 |
|
|
2022
Q4 | $222K | Buy |
+3,678
| New | +$222K | ﹤0.01% | 1280 |
|