Clearview 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 | $245K | Sell |
2,928
-925
| -24% | -$77.5K | 0.17% | 95 |
|
|
2025
Q1 | $308K | Sell |
3,853
-86
| -2% | -$6.87K | 0.23% | 82 |
|
|
2024
Q4 | $319K | Sell |
3,939
-375
| -9% | -$30.3K | 0.24% | 74 |
|
|
2024
Q3 | $359K | Buy |
4,314
+2
| +0% | +$166 | 0.28% | 68 |
|
|
2024
Q2 | $337K | Sell |
4,312
-358
| -8% | -$27.9K | 0.29% | 68 |
|
|
2024
Q1 | $356K | Sell |
4,670
-884
| -16% | -$67.3K | 0.36% | 68 |
|
|
2023
Q4 | $390K | Sell |
5,554
-535
| -9% | -$37.6K | 0.46% | 69 |
|
|
2023
Q3 | $387K | Sell |
6,089
-1,071
| -15% | -$68K | 0.48% | 72 |
|
|
2023
Q2 | $477K | Sell |
7,160
-459
| -6% | -$30.6K | 0.48% | 62 |
|
|
2023
Q1 | $475K | Buy |
7,619
+459
| +6% | +$28.6K | 0.48% | 62 |
|
|
2022
Q4 | $432K | Buy |
7,160
+658
| +10% | +$39.7K | 0.33% | 67 |
|
|
2022
Q3 | $351K | Sell |
6,502
-202
| -3% | -$10.9K | 0.28% | 60 |
|
|
2022
Q2 | $384K | Sell |
6,704
-1,409
| -17% | -$80.7K | 0.29% | 63 |
|
|
2022
Q1 | $517K | Sell |
8,113
-7,737
| -49% | -$493K | 0.34% | 50 |
|
|
2021
Q4 | $1.04M | Buy |
15,850
+4,371
| +38% | +$288K | 0.64% | 35 |
|
|
2021
Q3 | $675K | Buy |
11,479
+2,081
| +22% | +$122K | 0.43% | 52 |
|
|
2021
Q2 | $561K | Buy |
9,398
+4,760
| +103% | +$284K | 0.35% | 65 |
|
|
2021
Q1 | $265K | Buy |
4,638
+906
| +24% | +$51.8K | 0.17% | 99 |
|
|
2020
Q4 | $201K | Buy |
+3,732
| New | +$201K | 0.14% | 108 |
|