CIBC World Market’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 | $285K | Buy |
3,408
+140
| +4% | +$11.7K | ﹤0.01% | 1116 |
|
|
2025
Q1 | $261K | Sell |
3,268
-465
| -12% | -$37.1K | ﹤0.01% | 1115 |
|
|
2024
Q4 | $302K | Buy |
3,733
+475
| +15% | +$38.4K | ﹤0.01% | 1081 |
|
|
2024
Q3 | $271K | Sell |
3,258
-715
| -18% | -$59.5K | ﹤0.01% | 1078 |
|
|
2024
Q2 | $310K | Buy |
3,973
+220
| +6% | +$17.2K | ﹤0.01% | 1020 |
|
|
2024
Q1 | $286K | Sell |
3,753
-574
| -13% | -$43.7K | ﹤0.01% | 1051 |
|
|
2023
Q4 | $304K | Buy |
4,327
+1,040
| +32% | +$73.1K | ﹤0.01% | 980 |
|
|
2023
Q3 | $209K | Sell |
3,287
-496
| -13% | -$31.5K | ﹤0.01% | 1062 |
|
|
2023
Q2 | $252K | Sell |
3,783
-4,972
| -57% | -$331K | ﹤0.01% | 1005 |
|
|
2023
Q1 | $546K | Buy |
8,755
+275
| +3% | +$17.2K | ﹤0.01% | 822 |
|
|
2022
Q4 | $512K | Buy |
+8,480
| New | +$512K | ﹤0.01% | 817 |
|
|
2022
Q3 | – | Sell |
-4,460
| Closed | -$256K | – | 1159 |
|
|
2022
Q2 | $256K | Hold |
4,460
| – | – | ﹤0.01% | 993 |
|
|
2022
Q1 | $284K | Hold |
4,460
| – | – | ﹤0.01% | 1058 |
|
|
2021
Q4 | $294K | Sell |
4,460
-1,050
| -19% | -$69.2K | ﹤0.01% | 1059 |
|
|
2021
Q3 | $324K | Buy |
5,510
+30
| +0.5% | +$1.76K | ﹤0.01% | 1049 |
|
|
2021
Q2 | $327K | Hold |
5,480
| – | – | ﹤0.01% | 1065 |
|
|
2021
Q1 | $313K | Buy |
5,480
+454
| +9% | +$25.9K | ﹤0.01% | 1015 |
|
|
2020
Q4 | $271K | Hold |
5,026
| – | – | ﹤0.01% | 1037 |
|
|
2020
Q3 | $249K | Hold |
5,026
| – | – | ﹤0.01% | 940 |
|
|
2020
Q2 | $229K | Sell |
5,026
-1,550
| -24% | -$70.6K | ﹤0.01% | 929 |
|
|
2020
Q1 | $256K | Buy |
6,576
+1,944
| +42% | +$75.7K | ﹤0.01% | 804 |
|
|
2019
Q4 | $225K | Buy |
+4,632
| New | +$225K | ﹤0.01% | 968 |
|