Congress Wealth 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 | $655K | Sell |
7,818
-1,836
| -19% | -$154K | 0.01% | 836 |
|
|
2025
Q1 | $772K | Buy |
9,654
+4,221
| +78% | +$338K | 0.01% | 693 |
|
|
2024
Q4 | $440K | Buy |
5,433
+6
| +0.1% | +$486 | 0.01% | 665 |
|
|
2024
Q3 | $452K | Buy |
5,427
+5
| +0.1% | +$416 | 0.01% | 653 |
|
|
2024
Q2 | $423K | Sell |
5,422
-493
| -8% | -$38.5K | 0.01% | 557 |
|
|
2024
Q1 | $451K | Sell |
5,915
-2,010
| -25% | -$153K | 0.01% | 458 |
|
|
2023
Q4 | $557K | Sell |
7,925
-3,472
| -30% | -$244K | 0.01% | 452 |
|
|
2023
Q3 | $724K | Buy |
11,397
+7,060
| +163% | +$448K | 0.02% | 406 |
|
|
2023
Q2 | $289K | Hold |
4,337
| – | – | 0.01% | 489 |
|
|
2023
Q1 | $270K | Hold |
4,337
| – | – | 0.01% | 497 |
|
|
2022
Q4 | $262K | Hold |
4,337
| – | – | 0.01% | 502 |
|
|
2022
Q3 | $234K | Hold |
4,337
| – | – | 0.01% | 501 |
|
|
2022
Q2 | $249K | Hold |
4,337
| – | – | 0.01% | 504 |
|
|
2022
Q1 | $276K | Hold |
4,337
| – | – | 0.01% | 527 |
|
|
2021
Q4 | $286K | Buy |
+4,337
| New | +$286K | 0.01% | 542 |
|