Crewe Advisors’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 | $7.54K | Hold |
90
| – | – | ﹤0.01% | 491 |
|
|
2025
Q1 | $7.19K | Sell |
90
-371
| -80% | -$29.6K | ﹤0.01% | 448 |
|
|
2024
Q4 | $37.3K | Buy |
461
+325
| +239% | +$26.3K | 0.01% | 303 |
|
|
2024
Q3 | $11.3K | Sell |
136
-50
| -27% | -$4.16K | ﹤0.01% | 475 |
|
|
2024
Q2 | $14.5K | Sell |
186
-6
| -3% | -$468 | ﹤0.01% | 612 |
|
|
2024
Q1 | $14.6K | Buy |
+192
| New | +$14.6K | ﹤0.01% | 548 |
|