Focus Partners Wealth’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 | $2.71M | Buy |
32,318
+388
| +1% | +$32.5K | 0.01% | 818 |
|
|
2025
Q1 | $2.55M | Buy |
31,930
+323
| +1% | +$25.8K | 0.01% | 783 |
|
|
2024
Q4 | $2.56M | Buy |
31,607
+367
| +1% | +$29.7K | 0.01% | 777 |
|
|
2024
Q3 | $2.6M | Buy |
31,240
+2,596
| +9% | +$216K | 0.01% | 713 |
|
|
2024
Q2 | $2.24M | Buy |
28,644
+5,078
| +22% | +$396K | 0.01% | 631 |
|
|
2024
Q1 | $1.8M | Hold |
23,566
| – | – | 0.01% | 505 |
|
|
2023
Q4 | $1.66M | Buy |
+23,566
| New | +$1.66M | 0.02% | 378 |
|