Claro 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 | $319K | Sell |
3,808
-2,944
| -44% | -$247K | 0.05% | 280 |
|
|
2025
Q1 | $539K | Buy |
6,752
+16
| +0.2% | +$1.28K | 0.07% | 241 |
|
|
2024
Q4 | $545K | Sell |
6,736
-281
| -4% | -$22.7K | 0.07% | 238 |
|
|
2024
Q3 | $584K | Sell |
7,017
-3,294
| -32% | -$274K | 0.08% | 250 |
|
|
2024
Q2 | $805K | Sell |
10,311
-338
| -3% | -$26.4K | 0.13% | 167 |
|
|
2024
Q1 | $811K | Sell |
10,649
-3,185
| -23% | -$243K | 0.14% | 166 |
|
|
2023
Q4 | $972K | Sell |
13,834
-671
| -5% | -$47.2K | 0.21% | 105 |
|
|
2023
Q3 | $921K | Sell |
14,505
-2,022
| -12% | -$128K | 0.23% | 98 |
|
|
2023
Q2 | $1.1M | Sell |
16,527
-3,814
| -19% | -$254K | 0.27% | 84 |
|
|
2023
Q1 | $1.27M | Sell |
20,341
-15,524
| -43% | -$968K | 0.37% | 61 |
|
|
2022
Q4 | $2.16M | Sell |
35,865
-6,191
| -15% | -$374K | 0.71% | 29 |
|
|
2022
Q3 | $2.41M | Hold |
42,056
| – | – | 0.96% | 20 |
|
|
2022
Q2 | $2.41M | Buy |
+42,056
| New | +$2.41M | 0.96% | 20 |
|