Element Wealth’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 | $423K | Buy |
5,047
+1,706
| +51% | +$143K | 0.19% | 101 |
|
|
2025
Q1 | $267K | Buy |
3,341
+405
| +14% | +$32.3K | 0.14% | 126 |
|
|
2024
Q4 | $238K | Sell |
2,936
-122
| -4% | -$9.87K | 0.12% | 128 |
|
|
2024
Q3 | $254K | Hold |
3,058
| – | – | 0.13% | 123 |
|
|
2024
Q2 | $239K | Buy |
3,058
+454
| +17% | +$35.4K | 0.13% | 123 |
|
|
2024
Q1 | $198K | Buy |
2,604
+2,301
| +759% | +$175K | 0.12% | 140 |
|
|
2023
Q4 | $21.3K | Buy |
+303
| New | +$21.3K | 0.01% | 199 |
|