Elevation Wealth Partners’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 | $40.2K | Buy |
480
+2
| +0.4% | +$168 | 0.02% | 258 |
|
|
2025
Q1 | $38.2K | Buy |
478
+1
| +0.2% | +$80 | 0.02% | 259 |
|
|
2024
Q4 | $38.6K | Buy |
477
+2
| +0.4% | +$162 | 0.02% | 253 |
|
|
2024
Q3 | $39.5K | Buy |
475
+2
| +0.4% | +$166 | 0.02% | 244 |
|
|
2024
Q2 | $36.9K | Buy |
473
+2
| +0.4% | +$156 | 0.02% | 240 |
|
|
2024
Q1 | $35.9K | Buy |
+471
| New | +$35.9K | 0.02% | 249 |
|