Fidelis Capital Partners’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 | $214K | Buy |
+2,499
| New | +$214K | 0.02% | 416 |
|
|
2025
Q1 | – | Sell |
-3,499
| Closed | -$290K | – | 439 |
|
|
2024
Q4 | $290K | Hold |
3,499
| – | – | 0.03% | 337 |
|
|
2024
Q3 | $292K | Hold |
3,499
| – | – | 0.03% | 321 |
|
|
2024
Q2 | $266K | Hold |
3,499
| – | – | 0.04% | 306 |
|
|
2024
Q1 | $267K | Hold |
3,499
| – | – | 0.04% | 309 |
|
|
2023
Q4 | $246K | Buy |
+3,499
| New | +$246K | 0.05% | 279 |
|