Guardian Wealth Advisors (North Carolina)’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 | $153K | Sell |
1,823
-378
| -17% | -$31.7K | 0.01% | 341 |
|
|
2025
Q1 | $176K | Hold |
2,201
| – | – | 0.01% | 320 |
|
|
2024
Q4 | $178K | Sell |
2,201
-117
| -5% | -$9.47K | 0.01% | 315 |
|
|
2024
Q3 | $193K | Buy |
2,318
+247
| +12% | +$20.6K | 0.02% | 269 |
|
|
2024
Q2 | $162K | Hold |
2,071
| – | – | 0.02% | 262 |
|
|
2024
Q1 | $158K | Buy |
2,071
+500
| +32% | +$38.1K | 0.02% | 272 |
|
|
2023
Q4 | $110K | Hold |
1,571
| – | – | 0.02% | 265 |
|
|
2023
Q3 | $99.7K | Hold |
1,571
| – | – | 0.02% | 260 |
|
|
2023
Q2 | $105K | Sell |
1,571
-9,910
| -86% | -$661K | 0.02% | 248 |
|
|
2023
Q1 | $716K | Sell |
11,481
-16,660
| -59% | -$1.04M | 0.13% | 95 |
|
|
2022
Q4 | $1.7M | Buy |
28,141
+26,570
| +1,691% | +$1.6M | 0.33% | 34 |
|
|
2022
Q3 | $85K | Hold |
1,571
| – | – | 0.02% | 215 |
|
|
2022
Q2 | $90K | Buy |
+1,571
| New | +$90K | 0.02% | 207 |
|