Flynn Zito Capital Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $714K | Sell |
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2025
Q1 | $763K | Sell |
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|
2024
Q4 | $962K | Sell |
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|
2024
Q3 | $996K | Sell |
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|
2024
Q2 | $941K | Sell |
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|
2024
Q1 | $1.06M | Sell |
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|
2023
Q4 | $990K | Sell |
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|
2023
Q3 | $1.12M | Sell |
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|
2023
Q2 | $1.18M | Sell |
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|
2023
Q1 | $1.11M | Sell |
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|
2022
Q4 | $1.36M | Sell |
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|
2022
Q3 | $1.27M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $2.69M | Sell |
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|
2021
Q4 | $3.25M | Buy |
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