Cidel Asset Management’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 | $388K | Buy |
4,639
+646
| +16% | +$54.1K | 0.02% | 228 |
|
|
2025
Q1 | $319K | Sell |
3,993
-166
| -4% | -$13.3K | 0.02% | 246 |
|
|
2024
Q4 | $337K | Buy |
4,159
+272
| +7% | +$22K | 0.02% | 232 |
|
|
2024
Q3 | $323K | Hold |
3,887
| – | – | 0.02% | 245 |
|
|
2024
Q2 | $303K | Hold |
3,887
| – | – | 0.02% | 247 |
|
|
2024
Q1 | $296K | Buy |
3,887
+475
| +14% | +$36.2K | 0.02% | 254 |
|
|
2023
Q4 | $240K | Buy |
+3,412
| New | +$240K | 0.01% | 281 |
|