Family Capital 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
Q2 | $11M | Sell |
131,154
-5,795
| -4% | -$485K | 5.75% | 6 |
|
|
2025
Q1 | $10.9M | Sell |
136,949
-8,596
| -6% | -$686K | 6.75% | 6 |
|
|
2024
Q4 | $11.8M | Sell |
145,545
-2,857
| -2% | -$231K | 7.11% | 6 |
|
|
2024
Q3 | $12.3M | Sell |
148,402
-1,747
| -1% | -$145K | 7.96% | 4 |
|
|
2024
Q2 | $11.7M | Sell |
150,149
-3,676
| -2% | -$287K | 7.99% | 4 |
|
|
2024
Q1 | $11.7M | Sell |
153,825
-48,854
| -24% | -$3.72M | 8.17% | 4 |
|
|
2023
Q4 | $14.2M | Sell |
202,679
-15,237
| -7% | -$1.07M | 10.1% | 1 |
|
|
2023
Q3 | $13.8M | Buy |
217,916
+6,480
| +3% | +$411K | 9.13% | 2 |
|
|
2023
Q2 | $14.1M | Buy |
211,436
+6,019
| +3% | +$401K | 8.79% | 2 |
|
|
2023
Q1 | $12.8M | Buy |
205,417
+134,235
| +189% | +$8.37M | 5.54% | 2 |
|
|
2022
Q4 | $4.3M | Buy |
+71,182
| New | +$4.3M | 2.83% | 9 |
|