Envestnet Portfolio Solutions’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 | $7.94M | Sell |
94,874
-5,849
| -6% | -$490K | 0.03% | 265 |
|
|
2025
Q1 | $8.04M | Buy |
100,723
+114
| +0.1% | +$9.1K | 0.03% | 266 |
|
|
2024
Q4 | $8.14M | Buy |
100,609
+2,225
| +2% | +$180K | 0.03% | 285 |
|
|
2024
Q3 | $8.19M | Sell |
98,384
-5,863
| -6% | -$488K | 0.03% | 286 |
|
|
2024
Q2 | $8.14M | Buy |
104,247
+3,157
| +3% | +$246K | 0.03% | 274 |
|
|
2024
Q1 | $7.7M | Buy |
101,090
+6,272
| +7% | +$478K | 0.03% | 283 |
|
|
2023
Q4 | $6.66M | Sell |
94,818
-10,553
| -10% | -$742K | 0.03% | 269 |
|
|
2023
Q3 | $6.69M | Buy |
+105,371
| New | +$6.69M | 0.03% | 245 |
|