Greenleaf Trust’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 | $348K | Hold |
4,157
| – | – | ﹤0.01% | 586 |
|
|
2025
Q1 | $332K | Sell |
4,157
-1,479
| -26% | -$118K | ﹤0.01% | 614 |
|
|
2024
Q4 | $456K | Sell |
5,636
-453
| -7% | -$36.7K | ﹤0.01% | 527 |
|
|
2024
Q3 | $507K | Buy |
6,089
+2,084
| +52% | +$173K | ﹤0.01% | 510 |
|
|
2024
Q2 | $313K | Buy |
+4,005
| New | +$313K | ﹤0.01% | 611 |
|
|
2020
Q1 | – | Sell |
-4,608
| Closed | -$223K | – | 511 |
|
|
2019
Q4 | $223K | Hold |
4,608
| – | – | ﹤0.01% | 486 |
|
|
2019
Q3 | $208K | Buy |
+4,608
| New | +$208K | ﹤0.01% | 515 |
|