Eaton Financial Holdings’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 | $10.9M | Sell |
129,999
-18,968
| -13% | -$1.59M | 3.35% | 10 |
|
|
2025
Q1 | $11.9M | Sell |
148,967
-1,898
| -1% | -$152K | 4.94% | 8 |
|
|
2024
Q4 | $12.2M | Sell |
150,865
-6,617
| -4% | -$536K | 4.7% | 6 |
|
|
2024
Q3 | $13.1M | Buy |
+157,482
| New | +$13.1M | 5.33% | 4 |
|
|
2024
Q1 | $19.3M | Sell |
253,418
-1,813
| -0.7% | -$138K | 10.02% | 2 |
|
|
2023
Q4 | $17.9M | Buy |
255,231
+23,253
| +10% | +$1.63M | 4.34% | 2 |
|
|
2023
Q3 | $14.7M | Buy |
+231,978
| New | +$14.7M | 3.94% | 2 |
|