DHJJ Financial 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 | $2.13M | Sell |
25,426
-286
| -1% | -$24K | 0.77% | 25 |
|
|
2025
Q1 | $2.05M | Buy |
25,712
+784
| +3% | +$62.6K | 0.83% | 23 |
|
|
2024
Q4 | $2.02M | Buy |
24,928
+1,100
| +5% | +$89K | 0.79% | 25 |
|
|
2024
Q3 | $1.98M | Buy |
23,828
+3,072
| +15% | +$256K | 0.78% | 24 |
|
|
2024
Q2 | $1.62M | Buy |
20,756
+1,883
| +10% | +$147K | 0.68% | 29 |
|
|
2024
Q1 | $1.44M | Buy |
18,873
+2,286
| +14% | +$174K | 0.64% | 34 |
|
|
2023
Q4 | $1.17M | Buy |
16,587
+1,519
| +10% | +$107K | 0.55% | 39 |
|
|
2023
Q3 | $957K | Buy |
15,068
+253
| +2% | +$16.1K | 0.49% | 41 |
|
|
2023
Q2 | $988K | Buy |
14,815
+500
| +3% | +$33.3K | 0.51% | 44 |
|
|
2023
Q1 | $892K | Buy |
14,315
+81
| +0.6% | +$5.05K | 0.48% | 45 |
|
|
2022
Q4 | $859K | Buy |
14,234
+660
| +5% | +$39.8K | 0.49% | 46 |
|
|
2022
Q3 | $732K | Buy |
13,574
+261
| +2% | +$14.1K | 0.43% | 52 |
|
|
2022
Q2 | $768K | Buy |
13,313
+2,328
| +21% | +$134K | 0.43% | 50 |
|
|
2022
Q1 | $702K | Buy |
10,985
+932
| +9% | +$59.6K | 0.34% | 60 |
|
|
2021
Q4 | $662K | Sell |
10,053
-157
| -2% | -$10.3K | 0.31% | 63 |
|
|
2021
Q3 | $601K | Buy |
10,210
+886
| +10% | +$52.2K | 0.31% | 65 |
|
|
2021
Q2 | $556K | Buy |
9,324
+2,308
| +33% | +$138K | 0.29% | 63 |
|
|
2021
Q1 | $401K | Buy |
7,016
+2,172
| +45% | +$124K | 0.23% | 75 |
|
|
2020
Q4 | $261K | Buy |
+4,844
| New | +$261K | 0.16% | 89 |
|