FSA Advisors’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 | $571K | Sell |
6,815
-9,655
| -59% | -$808K | 0.46% | 67 |
|
|
2025
Q1 | $1.32M | Sell |
16,470
-460
| -3% | -$36.7K | 1.04% | 24 |
|
|
2024
Q4 | $1.37M | Buy |
16,930
+2,205
| +15% | +$178K | 1.68% | 11 |
|
|
2024
Q3 | $1.15M | Sell |
14,725
-2,520
| -15% | -$197K | 1.15% | 21 |
|
|
2024
Q2 | $1.31M | Hold |
17,245
| – | – | 1.37% | 14 |
|
|
2024
Q1 | $1.31M | Buy |
17,245
+4,723
| +38% | +$360K | 1.41% | 13 |
|
|
2023
Q4 | $880K | Buy |
+12,522
| New | +$880K | 1.09% | 25 |
|