Farther Finance 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 | $31.9K | Sell |
381
-93
| -20% | -$7.79K | ﹤0.01% | 2376 |
|
|
2025
Q1 | $38K | Hold |
474
| – | – | ﹤0.01% | 2036 |
|
|
2024
Q4 | $38.4K | Buy |
474
+362
| +323% | +$29.3K | ﹤0.01% | 1790 |
|
|
2024
Q3 | $9.32K | Buy |
+112
| New | +$9.32K | ﹤0.01% | 2388 |
|
|
2024
Q2 | – | Sell |
-644
| Closed | -$48.8K | – | 3853 |
|
|
2024
Q1 | $48.8K | Sell |
644
-13
| -2% | -$986 | ﹤0.01% | 1204 |
|
|
2023
Q4 | $46.2K | Sell |
657
-3
| -0.5% | -$211 | ﹤0.01% | 1061 |
|
|
2023
Q3 | $41.9K | Sell |
660
-10
| -1% | -$635 | 0.01% | 824 |
|
|
2023
Q2 | $44.7K | Sell |
670
-15
| -2% | -$1K | 0.01% | 715 |
|
|
2023
Q1 | $42.7K | Hold |
685
| – | – | 0.01% | 647 |
|
|
2022
Q4 | $41.3K | Buy |
+685
| New | +$41.3K | 0.02% | 532 |
|