Fort Point 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 | $1.81M | Buy |
21,613
+200
| +0.9% | +$16.7K | 0.13% | 86 |
|
|
2025
Q1 | $1.71M | Buy |
21,413
+657
| +3% | +$52.5K | 0.19% | 89 |
|
|
2024
Q4 | $1.68M | Buy |
20,756
+1,520
| +8% | +$123K | 0.18% | 89 |
|
|
2024
Q3 | $1.6M | Buy |
19,236
+947
| +5% | +$78.8K | 0.2% | 78 |
|
|
2024
Q2 | $1.43M | Buy |
18,289
+347
| +2% | +$27.1K | 0.18% | 89 |
|
|
2024
Q1 | $1.37M | Buy |
17,942
+942
| +6% | +$71.8K | 0.18% | 87 |
|
|
2023
Q4 | $1.19M | Sell |
17,000
-111
| -0.6% | -$7.8K | 0.17% | 86 |
|
|
2023
Q3 | $1.09M | Buy |
17,111
+364
| +2% | +$23.1K | 0.17% | 81 |
|
|
2023
Q2 | $1.12M | Buy |
16,747
+2,383
| +17% | +$159K | 0.16% | 81 |
|
|
2023
Q1 | $895K | Buy |
14,364
+1,742
| +14% | +$109K | 0.14% | 101 |
|
|
2022
Q4 | $762K | Buy |
12,622
+1,225
| +11% | +$73.9K | 0.12% | 112 |
|
|
2022
Q3 | $614K | Buy |
11,397
+711
| +7% | +$38.3K | 0.1% | 129 |
|
|
2022
Q2 | $612K | Buy |
10,686
+2,700
| +34% | +$155K | 0.1% | 135 |
|
|
2022
Q1 | $508K | Buy |
7,986
+2,757
| +53% | +$175K | 0.07% | 163 |
|
|
2021
Q4 | $344K | Sell |
5,229
-91
| -2% | -$5.99K | 0.05% | 206 |
|
|
2021
Q3 | $313K | Buy |
+5,320
| New | +$313K | 0.05% | 183 |
|