Detalus 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 | $486K | Buy |
5,803
+874
| +18% | +$73.2K | 0.14% | 89 |
|
|
2025
Q1 | $394K | Sell |
4,929
-244
| -5% | -$19.5K | 0.12% | 97 |
|
|
2024
Q4 | $419K | Buy |
5,173
+1,565
| +43% | +$127K | 0.14% | 85 |
|
|
2024
Q3 | $300K | Buy |
3,608
+439
| +14% | +$36.5K | 0.1% | 117 |
|
|
2024
Q2 | $247K | Buy |
3,169
+144
| +5% | +$11.2K | 0.08% | 123 |
|
|
2024
Q1 | $230K | Buy |
+3,025
| New | +$230K | 0.08% | 131 |
|