GSB Wealth Management’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 | $3.36M | Buy |
40,186
+5,297
| +15% | +$443K | 0.82% | 38 |
|
|
2025
Q1 | $2.79M | Buy |
34,889
+6,097
| +21% | +$487K | 0.73% | 48 |
|
|
2024
Q4 | $2.33M | Buy |
28,792
+178
| +0.6% | +$14.4K | 0.6% | 58 |
|
|
2024
Q3 | $2.38M | Buy |
28,614
+9,762
| +52% | +$812K | 0.61% | 55 |
|
|
2024
Q2 | $1.47M | Buy |
18,852
+2,574
| +16% | +$201K | 0.4% | 80 |
|
|
2024
Q1 | $1.24M | Buy |
+16,278
| New | +$1.24M | 0.35% | 93 |
|