DFPG Investments’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
2023
Q4
$589K Sell
8,455
-542
-6% -$37.8K 0.05% 357
2023
Q3
$581K Sell
8,997
-13,522
-60% -$874K 0.05% 318
2023
Q2
$1.53M Buy
22,519
+266
+1% +$18.1K 0.14% 155
2023
Q1
$1.39M Buy
22,253
+1,582
+8% +$98.6K 0.15% 148
2022
Q4
$1.28M Buy
+20,671
New +$1.28M 0.21% 114