Crestwood Advisors Group’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 |
-3,642
| Closed | -$295K | – | 501 |
|
|
2024
Q4 | $295K | Buy |
3,642
+2
| +0.1% | +$162 | 0.01% | 387 |
|
|
2024
Q3 | $303K | Sell |
3,640
-541
| -13% | -$45K | 0.01% | 365 |
|
|
2024
Q2 | $326K | Buy |
4,181
+3
| +0.1% | +$234 | 0.01% | 338 |
|
|
2024
Q1 | $318K | Buy |
4,178
+2
| +0% | +$152 | 0.01% | 339 |
|
|
2023
Q4 | $293K | Buy |
4,176
+4
| +0.1% | +$281 | 0.01% | 330 |
|
|
2023
Q3 | $265K | Buy |
4,172
+3
| +0.1% | +$190 | 0.01% | 309 |
|
|
2023
Q2 | $278K | Sell |
4,169
-46
| -1% | -$3.07K | 0.01% | 219 |
|
|
2023
Q1 | $263K | Buy |
+4,215
| New | +$263K | 0.01% | 232 |
|
|
2020
Q1 | – | Sell |
-5,750
| Closed | -$279K | – | 235 |
|
|
2019
Q4 | $279K | Hold |
5,750
| – | – | 0.01% | 223 |
|
|
2019
Q3 | $259K | Buy |
+5,750
| New | +$259K | 0.01% | 216 |
|