Dynamic Advisor Solutions’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.78M | Sell |
45,184
-1,458
| -3% | -$122K | 0.12% | 201 |
|
|
2025
Q1 | $3.72M | Buy |
+46,642
| New | +$3.72M | 0.12% | 193 |
|
|
2024
Q4 | – | Sell |
-50,709
| Closed | -$4.22M | – | 688 |
|
|
2024
Q3 | $4.22M | Buy |
50,709
+2,774
| +6% | +$231K | 0.13% | 190 |
|
|
2024
Q2 | $3.74M | Buy |
47,935
+3,809
| +9% | +$297K | 0.12% | 203 |
|
|
2024
Q1 | $3.36M | Buy |
44,126
+1,500
| +4% | +$114K | 0.11% | 219 |
|
|
2023
Q4 | $2.97M | Buy |
42,626
+20,515
| +93% | +$1.43M | 0.11% | 226 |
|
|
2023
Q3 | $1.4M | Buy |
22,111
+1,829
| +9% | +$116K | 0.07% | 291 |
|
|
2023
Q2 | $1.35M | Buy |
20,282
+1,452
| +8% | +$96.8K | 0.07% | 281 |
|
|
2023
Q1 | $1.17M | Buy |
18,830
+9,619
| +104% | +$600K | 0.07% | 289 |
|
|
2022
Q4 | $556K | Buy |
9,211
+5,192
| +129% | +$313K | 0.04% | 414 |
|
|
2022
Q3 | $217K | Buy |
+4,019
| New | +$217K | 0.02% | 614 |
|
|
2020
Q1 | – | Sell |
-29,950
| Closed | -$1.45M | – | 494 |
|
|
2019
Q4 | $1.45M | Sell |
29,950
-3,245
| -10% | -$157K | 0.2% | 132 |
|
|
2019
Q3 | $1.5M | Sell |
33,195
-4,675
| -12% | -$211K | 0.23% | 112 |
|
|
2019
Q2 | $1.65M | Buy |
37,870
+27,943
| +281% | +$1.22M | 0.27% | 97 |
|
|
2019
Q1 | $427K | Buy |
+9,927
| New | +$427K | 0.08% | 249 |
|