EP Wealth Advisors’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 | $2.26M | Buy |
27,039
+20,746
| +330% | +$1.74M | 0.01% | 389 |
|
|
2025
Q1 | $503K | Hold |
6,293
| – | – | ﹤0.01% | 706 |
|
|
2024
Q4 | $509K | Hold |
6,293
| – | – | ﹤0.01% | 690 |
|
|
2024
Q3 | $524K | Buy |
6,293
+542
| +9% | +$45.1K | ﹤0.01% | 678 |
|
|
2024
Q2 | $449K | Hold |
5,751
| – | – | ﹤0.01% | 560 |
|
|
2024
Q1 | $438K | Hold |
5,751
| – | – | 0.01% | 543 |
|
|
2023
Q4 | $404K | Buy |
5,751
+301
| +6% | +$21.2K | 0.01% | 543 |
|
|
2023
Q3 | $346K | Sell |
5,450
-57,852
| -91% | -$3.67M | 0.01% | 532 |
|
|
2023
Q2 | $363K | Hold |
63,302
| – | – | 0.01% | 524 |
|
|
2023
Q1 | $3.16M | Buy |
63,302
+59,102
| +1,407% | +$2.95M | 0.05% | 181 |
|
|
2022
Q4 | $254K | Buy |
+4,200
| New | +$254K | ﹤0.01% | 501 |
|
|
2022
Q3 | – | Sell |
-3,998
| Closed | -$229K | – | 404 |
|
|
2022
Q2 | $229K | Buy |
3,998
+62
| +2% | +$3.55K | 0.01% | 540 |
|
|
2022
Q1 | $251K | Buy |
3,936
+36
| +0.9% | +$2.3K | 0.01% | 520 |
|
|
2021
Q4 | $257K | Hold |
3,900
| – | – | 0.01% | 485 |
|
|
2021
Q3 | $229K | Sell |
3,900
-377
| -9% | -$22.1K | 0.01% | 487 |
|
|
2021
Q2 | $255K | Buy |
4,277
+377
| +10% | +$22.5K | 0.01% | 475 |
|
|
2021
Q1 | $223K | Buy |
+3,900
| New | +$223K | 0.01% | 454 |
|