Gray Private Wealth’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 | $6.88M | Buy |
82,175
+2,140
| +3% | +$179K | 3.7% | 6 |
|
|
2025
Q1 | $6.39M | Buy |
80,035
+3,824
| +5% | +$305K | 3.85% | 6 |
|
|
2024
Q4 | $6.17M | Buy |
76,211
+687
| +0.9% | +$55.6K | 3.67% | 6 |
|
|
2024
Q3 | $6.28M | Buy |
75,524
+1,413
| +2% | +$118K | 3.76% | 6 |
|
|
2024
Q2 | $5.78M | Buy |
74,111
+3,214
| +5% | +$251K | 3.71% | 6 |
|
|
2024
Q1 | $5.4M | Buy |
+70,897
| New | +$5.4M | 3.56% | 6 |
|