Golden State Wealth Management’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 | $10.1M | Sell |
120,061
-6,174
| -5% | -$517K | 1.22% | 17 |
|
|
2025
Q1 | $10.1M | Buy |
126,235
+17,601
| +16% | +$1.41M | 1.5% | 14 |
|
|
2024
Q4 | $8.79M | Buy |
+108,634
| New | +$8.79M | 1.32% | 18 |
|
|
2022
Q1 | $4.11M | Sell |
64,613
-2,071
| -3% | -$132K | 0.81% | 25 |
|
|
2021
Q4 | $4.39M | Buy |
66,684
+33,199
| +99% | +$2.19M | 0.76% | 22 |
|
|
2021
Q3 | $1.97M | Buy |
33,485
+625
| +2% | +$36.8K | 0.43% | 43 |
|
|
2021
Q2 | $1.96M | Buy |
+32,860
| New | +$1.96M | 0.43% | 48 |
|
|
2020
Q4 | – | Sell |
-2,825
| Closed | -$140K | – | 274 |
|
|
2020
Q3 | $140K | Sell |
2,825
-3,127
| -53% | -$155K | 0.05% | 230 |
|
|
2020
Q2 | $210K | Buy |
5,952
+5,183
| +674% | +$183K | 0.07% | 174 |
|
|
2020
Q1 | $30K | Buy |
+769
| New | +$30K | 0.01% | 440 |
|
|
2019
Q4 | – | Sell |
-3,043
| Closed | -$137K | – | 239 |
|
|
2019
Q3 | $137K | Buy |
3,043
+2
| +0.1% | +$90 | 0.05% | 263 |
|
|
2019
Q2 | $132K | Sell |
3,041
-163
| -5% | -$7.08K | 0.04% | 291 |
|
|
2019
Q1 | $138K | Buy |
+3,204
| New | +$138K | 0.05% | 277 |
|