Good Life 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 | $7.47M | Buy |
89,184
+1,327
| +2% | +$111K | 0.47% | 46 |
|
|
2025
Q1 | $7.02M | Sell |
87,857
-2,189
| -2% | -$175K | 0.49% | 42 |
|
|
2024
Q4 | $7.29M | Buy |
90,046
+2,278
| +3% | +$184K | 0.53% | 34 |
|
|
2024
Q3 | $7.3M | Buy |
87,768
+1,213
| +1% | +$101K | 0.45% | 40 |
|
|
2024
Q2 | $6.76M | Buy |
86,555
+1,741
| +2% | +$136K | 0.56% | 35 |
|
|
2024
Q1 | $6.46M | Sell |
84,814
-593
| -0.7% | -$45.2K | 0.57% | 35 |
|
|
2023
Q4 | $6M | Buy |
85,407
+1,996
| +2% | +$140K | 0.59% | 37 |
|
|
2023
Q3 | $5.3M | Buy |
83,411
+1,571
| +2% | +$99.7K | 0.61% | 38 |
|
|
2023
Q2 | $5.46M | Buy |
81,840
+1,160
| +1% | +$77.3K | 0.61% | 36 |
|
|
2023
Q1 | $5.03M | Sell |
80,680
-6,682
| -8% | -$417K | 0.64% | 38 |
|
|
2022
Q4 | $5.27M | Buy |
87,362
+123
| +0.1% | +$7.42K | 0.73% | 35 |
|
|
2022
Q3 | $4.7M | Buy |
87,239
+1,163
| +1% | +$62.7K | 0.69% | 37 |
|
|
2022
Q2 | $4.93M | Buy |
86,076
+3,186
| +4% | +$183K | 0.69% | 39 |
|
|
2022
Q1 | $5.28M | Sell |
82,890
-450
| -0.5% | -$28.7K | 0.66% | 35 |
|
|
2021
Q4 | $5.49M | Buy |
83,340
+1,512
| +2% | +$99.6K | 0.67% | 34 |
|
|
2021
Q3 | $4.82M | Buy |
81,828
+2,116
| +3% | +$125K | 0.66% | 36 |
|
|
2021
Q2 | $4.76M | Buy |
79,712
+2,524
| +3% | +$151K | 0.9% | 23 |
|
|
2021
Q1 | $4.41M | Sell |
77,188
-58,090
| -43% | -$3.32M | 0.89% | 24 |
|
|
2020
Q4 | $7.29M | Buy |
135,278
+5,177
| +4% | +$279K | 1.71% | 15 |
|
|
2020
Q3 | $6.45M | Buy |
130,101
+9,596
| +8% | +$476K | 1.76% | 11 |
|
|
2020
Q2 | $5.48M | Buy |
120,505
+7,778
| +7% | +$354K | 1.65% | 13 |
|
|
2020
Q1 | $4.39M | Buy |
112,727
+4,648
| +4% | +$181K | 1.59% | 12 |
|
|
2019
Q4 | $5.24M | Buy |
108,079
+1,594
| +1% | +$77.3K | 1.48% | 14 |
|
|
2019
Q3 | $4.8M | Buy |
106,485
+1,137
| +1% | +$51.3K | 1.48% | 14 |
|
|
2019
Q2 | $4.6M | Buy |
105,348
+187
| +0.2% | +$8.16K | 1.32% | 14 |
|
|
2019
Q1 | $4.53M | Buy |
105,161
+34,104
| +48% | +$1.47M | 1.35% | 14 |
|
|
2018
Q4 | $2.72M | Sell |
71,057
-545
| -0.8% | -$20.9K | 0.88% | 22 |
|
|
2018
Q3 | $3.18M | Buy |
+71,602
| New | +$3.18M | 0.92% | 20 |
|