CVA Family Office’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 | $887K | Buy |
10,588
+4
| +0% | +$335 | 0.12% | 108 |
|
|
2025
Q1 | $845K | Buy |
10,584
+4
| +0% | +$319 | 0.13% | 112 |
|
|
2024
Q4 | $856K | Hold |
10,580
| – | – | 0.14% | 103 |
|
|
2024
Q3 | $880K | Buy |
10,580
+40
| +0.4% | +$3.33K | 0.14% | 102 |
|
|
2024
Q2 | $823K | Hold |
10,540
| – | – | 0.15% | 96 |
|
|
2024
Q1 | $803K | Hold |
10,540
| – | – | 0.14% | 101 |
|
|
2023
Q4 | $741K | Hold |
10,540
| – | – | 0.14% | 104 |
|
|
2023
Q3 | $669K | Sell |
10,540
-760
| -7% | -$48.3K | 0.15% | 105 |
|
|
2023
Q2 | $753K | Hold |
11,300
| – | – | 0.16% | 94 |
|
|
2023
Q1 | $704K | Sell |
11,300
-1,130
| -9% | -$70.4K | 0.16% | 98 |
|
|
2022
Q4 | $750K | Hold |
12,430
| – | – | 0.18% | 83 |
|
|
2022
Q3 | $670K | Sell |
12,430
-1,100
| -8% | -$59.3K | 0.18% | 91 |
|
|
2022
Q2 | $775K | Hold |
13,530
| – | – | 0.21% | 77 |
|
|
2022
Q1 | $861K | Hold |
13,530
| – | – | 0.21% | 75 |
|
|
2021
Q4 | $891K | Hold |
13,530
| – | – | 0.22% | 72 |
|
|
2021
Q3 | $671K | Hold |
13,530
| – | – | 0.48% | 41 |
|
|
2021
Q2 | $807K | Hold |
13,530
| – | – | 0.23% | 67 |
|
|
2021
Q1 | $774K | Hold |
13,530
| – | – | 0.29% | 53 |
|
|
2020
Q4 | $730K | Hold |
13,530
| – | – | 0.45% | 44 |
|
|
2020
Q3 | $671K | Hold |
13,530
| – | – | 0.48% | 41 |
|
|
2020
Q2 | $615K | Hold |
13,530
| – | – | 0.51% | 39 |
|
|
2020
Q1 | $526K | Sell |
13,530
-1,300
| -9% | -$50.5K | 0.53% | 41 |
|
|
2019
Q4 | $719K | Buy |
+14,830
| New | +$719K | 0.66% | 34 |
|