GLOBALT Investments’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 | $2.59M | Sell |
30,894
-3,552
| -10% | -$297K | 0.1% | 108 |
|
2025
Q1 | $2.75M | Sell |
34,446
-3,643
| -10% | -$291K | 0.11% | 104 |
|
2024
Q4 | $3.08M | Sell |
38,089
-1,076
| -3% | -$87.1K | 0.12% | 99 |
|
2024
Q3 | $3.26M | Sell |
39,165
-1,023
| -3% | -$85.1K | 0.12% | 95 |
|
2024
Q2 | $3.14M | Sell |
40,188
-4,447
| -10% | -$347K | 0.13% | 92 |
|
2024
Q1 | $3.4M | Sell |
44,635
-2,764
| -6% | -$211K | 0.14% | 90 |
|
2023
Q4 | $3.33M | Buy |
+47,399
| New | +$3.33M | 0.14% | 91 |
|