Fermata 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 | $3.86M | Buy |
46,144
+11,370
| +33% | +$952K | 1.03% | 29 |
|
|
2025
Q1 | $2.78M | Buy |
34,774
+11,809
| +51% | +$943K | 0.5% | 49 |
|
|
2024
Q4 | $1.86M | Buy |
22,965
+10,431
| +83% | +$844K | 0.35% | 65 |
|
|
2024
Q3 | $1.04M | Buy |
12,534
+5,721
| +84% | +$476K | 0.21% | 80 |
|
|
2024
Q2 | $532K | Buy |
6,813
+2,986
| +78% | +$233K | 0.12% | 105 |
|
|
2024
Q1 | $292K | Buy |
+3,827
| New | +$292K | 0.07% | 165 |
|