Choice Wealth 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 | $27.6M | Sell |
329,125
-1,243
| -0.4% | -$104K | 12.45% | 2 |
|
|
2025
Q1 | $26.4M | Sell |
330,368
-598
| -0.2% | -$47.8K | 13.75% | 2 |
|
|
2024
Q4 | $26.8M | Sell |
330,966
-301
| -0.1% | -$24.4K | 13.68% | 2 |
|
|
2024
Q3 | $27.6M | Sell |
331,267
-1,815
| -0.5% | -$151K | 13.77% | 2 |
|
|
2024
Q2 | $26M | Buy |
333,082
+1,907
| +0.6% | +$149K | 13.79% | 1 |
|
|
2024
Q1 | $25.2M | Sell |
331,175
-6,967
| -2% | -$531K | 15.28% | 2 |
|
|
2023
Q4 | $23.8M | Buy |
338,142
+1,432
| +0.4% | +$101K | 14.72% | 2 |
|
|
2023
Q3 | $21.4M | Sell |
336,710
-5,030
| -1% | -$319K | 15.1% | 2 |
|
|
2023
Q2 | $22.8M | Sell |
341,740
-11,640
| -3% | -$776K | 15.5% | 2 |
|
|
2023
Q1 | $22M | Buy |
353,380
+5,905
| +2% | +$368K | 16.02% | 2 |
|
|
2022
Q4 | $21M | Sell |
347,475
-10,993
| -3% | -$664K | 15.74% | 2 |
|
|
2022
Q3 | $19.3M | Buy |
+358,468
| New | +$19.3M | 16.16% | 2 |
|
|
2022
Q2 | – | Sell |
-366,729
| Closed | -$23.3M | – | 37 |
|
|
2022
Q1 | $23.3M | Buy |
+366,729
| New | +$23.3M | 18.49% | 2 |
|