Covestor’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 | $37K | Buy |
441
+60
| +16% | +$5.03K | 0.02% | 1016 |
|
|
2025
Q1 | $30K | Buy |
381
+160
| +72% | +$12.6K | 0.02% | 1037 |
|
|
2024
Q4 | $18K | Buy |
221
+62
| +39% | +$5.05K | 0.01% | 1242 |
|
|
2024
Q3 | $13K | Buy |
159
+20
| +14% | +$1.64K | 0.01% | 1384 |
|
|
2024
Q2 | $11K | Buy |
139
+27
| +24% | +$2.14K | 0.01% | 1457 |
|
|
2024
Q1 | $9K | Buy |
112
+46
| +70% | +$3.7K | 0.01% | 1642 |
|
|
2023
Q4 | $5K | Sell |
66
-78
| -54% | -$5.91K | ﹤0.01% | 1764 |
|
|
2023
Q3 | $9K | Buy |
144
+13
| +10% | +$813 | 0.01% | 1475 |
|
|
2023
Q2 | $9K | Sell |
131
-9
| -6% | -$618 | 0.01% | 1491 |
|
|
2023
Q1 | $9K | Sell |
140
-27
| -16% | -$1.74K | 0.01% | 1353 |
|
|
2022
Q4 | $10K | Sell |
167
-17
| -9% | -$1.02K | 0.01% | 1317 |
|
|
2022
Q3 | $10K | Buy |
184
+32
| +21% | +$1.74K | 0.01% | 1253 |
|
|
2022
Q2 | $9K | Sell |
152
-122
| -45% | -$7.22K | 0.01% | 1240 |
|
|
2022
Q1 | $17K | Sell |
274
-17
| -6% | -$1.06K | 0.01% | 1100 |
|
|
2021
Q4 | $19K | Buy |
+291
| New | +$19K | 0.03% | 867 |
|