DHK 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 | $3.5M | Buy |
42,738
+21,413
| +100% | +$1.75M | 2.01% | 8 |
|
|
2025
Q1 | $1.7M | Buy |
21,325
+81
| +0.4% | +$6.47K | 0.93% | 21 |
|
|
2024
Q4 | $1.72M | Buy |
21,244
+84
| +0.4% | +$6.8K | 1.04% | 19 |
|
|
2024
Q3 | $1.76M | Buy |
21,160
+80
| +0.4% | +$6.66K | 1.08% | 18 |
|
|
2024
Q2 | $1.65M | Sell |
21,080
-4,195
| -17% | -$327K | 1.15% | 16 |
|
|
2024
Q1 | $1.93M | Hold |
25,275
| – | – | 1.36% | 20 |
|
|
2023
Q4 | $1.78M | Hold |
25,275
| – | – | 1.33% | 21 |
|
|
2023
Q3 | $1.6M | Hold |
25,275
| – | – | 1.43% | 18 |
|
|
2023
Q2 | $1.68M | Buy |
25,275
+21,080
| +503% | +$1.41M | 1.43% | 18 |
|
|
2023
Q1 | $262K | Buy |
+4,195
| New | +$262K | 0.32% | 39 |
|