Golden State Equity Partners’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 | $7.5M | Sell |
89,614
-16,996
| -16% | -$1.42M | 1.39% | 9 |
|
|
2025
Q1 | $8.51M | Sell |
106,610
-3,174
| -3% | -$253K | 1.69% | 5 |
|
|
2024
Q4 | $8.88M | Sell |
109,784
-55,652
| -34% | -$4.5M | 1.7% | 6 |
|
|
2024
Q3 | $13.8M | Buy |
165,436
+18,799
| +13% | +$1.57M | 7.25% | 1 |
|
|
2024
Q2 | $11.4M | Buy |
+146,637
| New | +$11.4M | 2.38% | 4 |
|
|
2023
Q4 | $9.95M | Buy |
141,517
+57,987
| +69% | +$4.08M | 2.42% | 4 |
|
|
2023
Q3 | $5.3M | Buy |
83,530
+78,307
| +1,499% | +$4.97M | 1.48% | 9 |
|
|
2023
Q2 | $348K | Sell |
5,223
-29,879
| -85% | -$1.99M | 0.1% | 236 |
|
|
2023
Q1 | $2.19M | Buy |
+35,102
| New | +$2.19M | 1.18% | 20 |
|
|
2022
Q1 | $3.4M | Buy |
53,447
+21,536
| +67% | +$1.37M | 1.71% | 11 |
|
|
2021
Q4 | $2.1M | Sell |
31,911
-65,846
| -67% | -$4.34M | 1.06% | 28 |
|
|
2021
Q3 | $5.75M | Buy |
97,757
+491
| +0.5% | +$28.9K | 2.34% | 7 |
|
|
2021
Q2 | $5.8M | Buy |
97,266
+33,994
| +54% | +$2.03M | 2.24% | 7 |
|
|
2021
Q1 | $3.62M | Buy |
63,272
+35,248
| +126% | +$2.02M | 2.07% | 7 |
|
|
2020
Q4 | $1.51M | Buy |
+28,024
| New | +$1.51M | 1.04% | 28 |
|