Coppell Advisory Solutions’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
Q1 | – | Sell |
-24
| Closed | -$1.94K | – | 701 |
|
|
2024
Q4 | $1.94K | Hold |
24
| – | – | ﹤0.01% | 1541 |
|
|
2024
Q3 | $1.99K | Hold |
24
| – | – | ﹤0.01% | 1448 |
|
|
2024
Q2 | $1.87K | Buy |
+24
| New | +$1.87K | ﹤0.01% | 1398 |
|
|
2023
Q3 | – | Sell |
-193
| Closed | -$12.7K | – | 1281 |
|
|
2023
Q2 | $12.7K | Buy |
+193
| New | +$12.7K | ﹤0.01% | 636 |
|