GHP Investment 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 | $36.8K | Hold |
440
| – | – | ﹤0.01% | 547 |
|
|
2025
Q1 | $35.1K | Buy |
440
+340
| +340% | +$27.2K | ﹤0.01% | 534 |
|
|
2024
Q4 | $8.09K | Hold |
100
| – | – | ﹤0.01% | 728 |
|
|
2024
Q3 | $8.32K | Hold |
100
| – | – | ﹤0.01% | 746 |
|
|
2024
Q2 | $7.81K | Hold |
100
| – | – | ﹤0.01% | 726 |
|
|
2024
Q1 | $7.62K | Hold |
100
| – | – | ﹤0.01% | 674 |
|
|
2023
Q4 | $7.03K | Hold |
100
| – | – | ﹤0.01% | 681 |
|
|
2023
Q3 | $6.4K | Hold |
100
| – | – | ﹤0.01% | 758 |
|
|
2023
Q2 | $6.68K | Hold |
100
| – | – | ﹤0.01% | 742 |
|
|
2023
Q1 | $6.23K | Buy |
+100
| New | +$6.23K | ﹤0.01% | 751 |
|