EPG Wealth Management’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
Q1 | – | Sell |
-2,827
| Closed | -$229K | – | 410 |
|
|
2024
Q4 | $229K | Buy |
2,827
+7
| +0.2% | +$566 | 0.06% | 221 |
|
|
2024
Q3 | $235K | Buy |
+2,820
| New | +$235K | 0.06% | 223 |
|
|
2024
Q2 | – | Sell |
-2,807
| Closed | -$214K | – | 243 |
|
|
2024
Q1 | $214K | Buy |
2,807
+6
| +0.2% | +$457 | 0.05% | 247 |
|
|
2023
Q4 | $202K | Buy |
+2,801
| New | +$202K | 0.05% | 239 |
|
|
2023
Q3 | – | Sell |
-3,084
| Closed | -$206K | – | 426 |
|
|
2023
Q2 | $206K | Buy |
+3,084
| New | +$206K | 0.06% | 229 |
|
|
2022
Q1 | – | Sell |
-3,183
| Closed | -$210K | – | 408 |
|
|
2021
Q4 | $210K | Buy |
3,183
+4
| +0.1% | +$264 | 0.07% | 224 |
|
|
2021
Q3 | $187K | Buy |
+3,179
| New | +$187K | 0.08% | 221 |
|
|
2020
Q2 | – | Sell |
-1,456
| Closed | -$57K | – | 278 |
|
|
2020
Q1 | $57K | Buy |
1,456
+1,186
| +439% | +$46.4K | 0.04% | 258 |
|
|
2019
Q4 | $13K | Buy |
+270
| New | +$13K | 0.01% | 395 |
|