Everhart Financial Group’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 | $314K | Hold |
3,753
| – | – | 0.04% | 283 |
|
|
2025
Q1 | $300K | Hold |
3,753
| – | – | 0.04% | 277 |
|
|
2024
Q4 | $304K | Buy |
3,753
+721
| +24% | +$58.4K | 0.06% | 256 |
|
|
2024
Q3 | $252K | Hold |
3,032
| – | – | 0.06% | 286 |
|
|
2024
Q2 | $237K | Hold |
3,032
| – | – | 0.06% | 263 |
|
|
2024
Q1 | $231K | Hold |
3,032
| – | – | 0.07% | 247 |
|
|
2023
Q4 | $213K | Buy |
+3,032
| New | +$213K | 0.08% | 232 |
|
|
2023
Q3 | – | Sell |
-3,032
| Closed | -$202K | – | 216 |
|
|
2023
Q2 | $202K | Buy |
+3,032
| New | +$202K | 0.08% | 211 |
|
|
2023
Q1 | – | Sell |
-7,155
| Closed | -$432K | – | 206 |
|
|
2022
Q4 | $432K | Buy |
+7,155
| New | +$432K | 0.22% | 91 |
|
|
2022
Q3 | – | Sell |
-3,647
| Closed | -$209K | – | 208 |
|
|
2022
Q2 | $209K | Buy |
3,647
+215
| +6% | +$12.3K | 0.13% | 174 |
|
|
2022
Q1 | $219K | Buy |
+3,432
| New | +$219K | 0.13% | 119 |
|
|
2021
Q2 | – | Sell |
-3,636
| Closed | -$208K | – | 97 |
|
|
2021
Q1 | $208K | Buy |
+3,636
| New | +$208K | 0.18% | 76 |
|