FFG Retirement 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 | $5.44M | Buy |
65,015
+2,283
| +4% | +$191K | 3.41% | 10 |
|
|
2025
Q1 | $5.01M | Sell |
62,732
-1,713
| -3% | -$137K | 3.41% | 11 |
|
|
2024
Q4 | $5.22M | Sell |
64,445
-879
| -1% | -$71.1K | 3.41% | 7 |
|
|
2024
Q3 | $5.44M | Sell |
65,324
-1,428
| -2% | -$119K | 3.54% | 6 |
|
|
2024
Q2 | $5.21M | Sell |
66,752
-1,759
| -3% | -$137K | 3.63% | 5 |
|
|
2024
Q1 | $5.22M | Buy |
68,511
+1,089
| +2% | +$83K | 3.68% | 6 |
|
|
2023
Q4 | $4.74M | Sell |
67,422
-671
| -1% | -$47.2K | 3.66% | 7 |
|
|
2023
Q3 | $4.32M | Buy |
68,093
+19,161
| +39% | +$1.22M | 3.59% | 8 |
|
|
2023
Q2 | $3.26M | Buy |
48,932
+1,857
| +4% | +$124K | 2.61% | 13 |
|
|
2023
Q1 | $2.93M | Sell |
47,075
-3,242
| -6% | -$202K | 2.51% | 13 |
|
|
2022
Q4 | $3.04M | Buy |
+50,317
| New | +$3.04M | 2.77% | 11 |
|