CRA Financial Services’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 | $14.1M | Buy |
168,852
+4,306
| +3% | +$361K | 2.16% | 11 |
|
|
2025
Q1 | $13.1M | Buy |
164,546
+19,767
| +14% | +$1.58M | 2.25% | 12 |
|
|
2024
Q4 | $11.7M | Buy |
144,779
+15,637
| +12% | +$1.27M | 2.01% | 13 |
|
|
2024
Q3 | $10.7M | Buy |
129,142
+23,958
| +23% | +$1.99M | 1.97% | 13 |
|
|
2024
Q2 | $8.21M | Buy |
105,184
+13,547
| +15% | +$1.06M | 1.66% | 14 |
|
|
2024
Q1 | $6.98M | Buy |
91,637
+12,656
| +16% | +$964K | 1.52% | 14 |
|
|
2023
Q4 | $5.55M | Buy |
78,981
+9,144
| +13% | +$643K | 1.36% | 16 |
|
|
2023
Q3 | $4.43M | Buy |
69,837
+8,113
| +13% | +$515K | 1.22% | 16 |
|
|
2023
Q2 | $4.11M | Buy |
61,724
+9,899
| +19% | +$660K | 1.11% | 17 |
|
|
2023
Q1 | $3.23M | Buy |
51,825
+5,904
| +13% | +$368K | 0.96% | 20 |
|
|
2022
Q4 | $2.77M | Buy |
45,921
+10,085
| +28% | +$609K | 0.91% | 21 |
|
|
2022
Q3 | $1.93M | Buy |
35,836
+13,557
| +61% | +$731K | 0.7% | 29 |
|
|
2022
Q2 | $1.28M | Buy |
22,279
+14,042
| +170% | +$805K | 0.44% | 47 |
|
|
2022
Q1 | $524K | Buy |
+8,237
| New | +$524K | 0.16% | 103 |
|