Founders Financial Alliance’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 | $4.36M | Sell |
52,048
-779
| -1% | -$65.2K | 0.99% | 20 |
|
|
2025
Q1 | $4.22M | Sell |
52,827
-691
| -1% | -$55.2K | 1.02% | 16 |
|
|
2024
Q4 | $4.33M | Buy |
53,518
+3,672
| +7% | +$297K | 1.19% | 16 |
|
|
2024
Q3 | $4.15M | Sell |
49,846
-748
| -1% | -$62.2K | 1.15% | 16 |
|
|
2024
Q2 | $3.95M | Sell |
50,594
-9,738
| -16% | -$760K | 1.17% | 17 |
|
|
2024
Q1 | $4.6M | Buy |
60,332
+52,858
| +707% | +$4.03M | 1.38% | 13 |
|
|
2023
Q4 | $525K | Buy |
+7,474
| New | +$525K | 0.2% | 104 |
|
|
2022
Q1 | – | Sell |
-2,577
| Closed | -$170K | – | 446 |
|
|
2021
Q4 | $170K | Hold |
2,577
| – | – | 0.07% | 259 |
|
|
2021
Q3 | $152K | Hold |
2,577
| – | – | 0.07% | 246 |
|
|
2021
Q2 | $154K | Sell |
2,577
-128
| -5% | -$7.65K | 0.07% | 259 |
|
|
2021
Q1 | $159K | Buy |
+2,705
| New | +$159K | 0.08% | 238 |
|
|
2020
Q4 | – | Sell |
-2,389
| Closed | -$120K | – | 627 |
|
|
2020
Q3 | $120K | Buy |
+2,389
| New | +$120K | 0.07% | 228 |
|