Corient Private Wealth’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 | $11.1M | Buy |
132,406
+73,299
| +124% | +$6.14M | 0.01% | 545 |
|
|
2025
Q1 | $4.72M | Sell |
59,107
-3,550
| -6% | -$284K | 0.01% | 698 |
|
|
2024
Q4 | $4.82M | Sell |
62,657
-3,866
| -6% | -$298K | 0.01% | 710 |
|
|
2024
Q3 | $5.54M | Sell |
66,523
-1,603
| -2% | -$133K | 0.01% | 700 |
|
|
2024
Q2 | $5.32M | Buy |
68,126
+2,778
| +4% | +$217K | 0.01% | 691 |
|
|
2024
Q1 | $4.98M | Sell |
65,348
-8,101
| -11% | -$617K | 0.01% | 707 |
|
|
2023
Q4 | $5.16M | Buy |
73,449
+10,882
| +17% | +$765K | 0.01% | 690 |
|
|
2023
Q3 | $3.97M | Buy |
62,567
+6,601
| +12% | +$419K | 0.01% | 688 |
|
|
2023
Q2 | $3.73M | Buy |
55,966
+5,963
| +12% | +$397K | 0.01% | 716 |
|
|
2023
Q1 | $3.12M | Buy |
50,003
+34,230
| +217% | +$2.13M | 0.01% | 713 |
|
|
2022
Q4 | $952K | Buy |
+15,773
| New | +$952K | ﹤0.01% | 927 |
|