Gryphon Financial Partners’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 | $1.07M | Buy |
12,792
+1,238
| +11% | +$104K | 0.14% | 100 |
|
|
2025
Q1 | $923K | Sell |
11,554
-450
| -4% | -$35.9K | 0.13% | 103 |
|
|
2024
Q4 | $971K | Sell |
12,004
-1,263
| -10% | -$102K | 0.14% | 88 |
|
|
2024
Q3 | $1.1M | Buy |
13,267
+1,139
| +9% | +$94.8K | 0.15% | 84 |
|
|
2024
Q2 | $947K | Buy |
12,128
+962
| +9% | +$75.1K | 0.14% | 89 |
|
|
2024
Q1 | $851K | Buy |
+11,166
| New | +$851K | 0.14% | 97 |
|
|
2022
Q3 | – | Sell |
-163
| Closed | -$9K | – | 194 |
|
|
2022
Q2 | $9K | Buy |
+163
| New | +$9K | ﹤0.01% | 216 |
|