Evernest Financial 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 | $5.24M | Buy |
62,604
+5,633
| +10% | +$472K | 1.7% | 17 |
|
|
2025
Q1 | $4.55M | Buy |
56,971
+3,310
| +6% | +$264K | 1.63% | 16 |
|
|
2024
Q4 | $4.34M | Buy |
53,661
+1,927
| +4% | +$156K | 1.13% | 20 |
|
|
2024
Q3 | $4.3M | Sell |
51,734
-92
| -0.2% | -$7.66K | 1.16% | 19 |
|
|
2024
Q2 | $4.05M | Buy |
51,826
+2,117
| +4% | +$165K | 1.81% | 17 |
|
|
2024
Q1 | $3.59M | Sell |
49,709
-101
| -0.2% | -$7.3K | 1.7% | 16 |
|
|
2023
Q4 | $3.5M | Buy |
+49,810
| New | +$3.5M | 1.78% | 15 |
|
|
2021
Q4 | $3.52M | Buy |
+48,186
| New | +$3.52M | 1.82% | 15 |
|