Fox Financial’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 | $491K | Sell |
5,863
-21
| -0.4% | -$1.76K | 0.42% | 9 |
|
|
2025
Q1 | $470K | Buy |
5,884
+91
| +2% | +$7.27K | 0.44% | 9 |
|
|
2024
Q4 | $469K | Buy |
5,793
+1,465
| +34% | +$119K | 0.42% | 9 |
|
|
2024
Q3 | $360K | Hold |
4,328
| – | – | 0.31% | 13 |
|
|
2024
Q2 | $338K | Buy |
4,328
+60
| +1% | +$4.68K | 0.31% | 13 |
|
|
2024
Q1 | $325K | Buy |
4,268
+8
| +0.2% | +$610 | 0.29% | 13 |
|
|
2023
Q4 | $299K | Buy |
+4,260
| New | +$299K | 0.29% | 13 |
|