Denver Wealth Management’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 | $1.42M | Buy |
16,905
+57
| +0.3% | +$4.77K | 0.59% | 23 |
|
|
2025
Q1 | $1.35M | Sell |
16,848
-273
| -2% | -$21.8K | 0.61% | 24 |
|
|
2024
Q4 | $1.39M | Buy |
17,121
+2,320
| +16% | +$188K | 0.62% | 24 |
|
|
2024
Q3 | $1.23M | Sell |
14,801
-964
| -6% | -$80.2K | 0.57% | 28 |
|
|
2024
Q2 | $1.23M | Buy |
15,765
+98
| +0.6% | +$7.65K | 0.62% | 27 |
|
|
2024
Q1 | $1.19M | Buy |
15,667
+300
| +2% | +$22.9K | 0.61% | 26 |
|
|
2023
Q4 | $1.08M | Buy |
15,367
+8,259
| +116% | +$580K | 0.61% | 28 |
|
|
2023
Q3 | $451K | Sell |
7,108
-413
| -5% | -$26.2K | 0.29% | 44 |
|
|
2023
Q2 | $501K | Buy |
7,521
+1,999
| +36% | +$133K | 0.35% | 39 |
|
|
2023
Q1 | $344K | Buy |
+5,522
| New | +$344K | 0.24% | 60 |
|