Grimes & Company’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 | $224K | Buy |
2,672
+11
| +0.4% | +$921 | 0.01% | 392 |
|
|
2025
Q1 | $213K | Buy |
2,661
+10
| +0.4% | +$799 | 0.01% | 349 |
|
|
2024
Q4 | $215K | Buy |
2,651
+11
| +0.4% | +$890 | 0.01% | 357 |
|
|
2024
Q3 | $220K | Buy |
2,640
+47
| +2% | +$3.91K | 0.01% | 335 |
|
|
2024
Q2 | $202K | Buy |
+2,593
| New | +$202K | 0.01% | 331 |
|
|
2023
Q4 | – | Sell |
-3,215
| Closed | -$204K | – | 333 |
|
|
2023
Q3 | $204K | Buy |
3,215
+8
| +0.2% | +$508 | 0.01% | 275 |
|
|
2023
Q2 | $214K | Buy |
+3,207
| New | +$214K | 0.01% | 277 |
|