FDx 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-21,901
| Closed | -$1.54M | – | 423 |
|
|
2023
Q4 | $1.54M | Sell |
21,901
-7,327
| -25% | -$515K | 0.12% | 172 |
|
|
2023
Q3 | $1.86M | Sell |
29,228
-1,742
| -6% | -$111K | 0.15% | 137 |
|
|
2023
Q2 | $2.06M | Buy |
30,970
+3,592
| +13% | +$239K | 0.11% | 186 |
|
|
2023
Q1 | $1.65M | Hold |
27,378
| – | – | 0.07% | 223 |
|
|
2022
Q4 | $1.65M | Buy |
27,378
+11,689
| +75% | +$706K | 0.07% | 223 |
|
|
2022
Q3 | $846K | Buy |
15,689
+10,266
| +189% | +$554K | 0.04% | 304 |
|
|
2022
Q2 | $311K | Buy |
+5,423
| New | +$311K | 0.01% | 619 |
|
|
2017
Q3 | – | Sell |
-12,910
| Closed | -$475K | – | 1255 |
|
|
2017
Q2 | $475K | Buy |
+12,910
| New | +$475K | 0.01% | 792 |
|