Durante & Waters’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
2024
Q4
Sell
-32,580
Closed -$2.71M 30
2024
Q3
$2.71M Sell
32,580
-7,197
-18% -$599K 2.27% 10
2024
Q2
$3.1M Sell
39,777
-4,868
-11% -$380K 2.76% 10
2024
Q1
$3.4M Sell
44,645
-571
-1% -$43.5K 3.11% 9
2023
Q4
$3.18M Buy
+45,216
New +$3.18M 3.06% 9