EdgeRock Capital’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 | $245K | Hold |
2,926
| – | – | 0.08% | 98 |
|
|
2025
Q1 | $234K | Hold |
2,926
| – | – | 0.17% | 64 |
|
|
2024
Q4 | $237K | Hold |
2,926
| – | – | 0.16% | 64 |
|
|
2024
Q3 | $243K | Hold |
2,926
| – | – | 0.17% | 62 |
|
|
2024
Q2 | $228K | Sell |
2,926
-1
| -0% | -$78 | 0.18% | 50 |
|
|
2024
Q1 | $223K | Buy |
2,927
+1
| +0% | +$76 | 0.18% | 54 |
|
|
2023
Q4 | $211K | Buy |
+2,926
| New | +$211K | 0.15% | 56 |
|