Guardian 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 | – | Sell |
-1,576
| Closed | -$126K | – | 103 |
|
|
2025
Q1 | $126K | Sell |
1,576
-102
| -6% | -$8.15K | 0.08% | 73 |
|
|
2024
Q4 | $136K | Sell |
1,678
-605
| -27% | -$49K | 0.09% | 74 |
|
|
2024
Q3 | $190K | Hold |
2,283
| – | – | 0.13% | 66 |
|
|
2024
Q2 | $178K | Sell |
2,283
-149
| -6% | -$11.6K | 0.14% | 65 |
|
|
2024
Q1 | $185K | Sell |
2,432
-123
| -5% | -$9.37K | 0.14% | 64 |
|
|
2023
Q4 | $180K | Sell |
2,555
-209
| -8% | -$14.7K | 0.15% | 68 |
|
|
2023
Q3 | $175K | Sell |
2,764
-659
| -19% | -$41.8K | 0.16% | 70 |
|
|
2023
Q2 | $228K | Sell |
3,423
-79
| -2% | -$5.27K | 0.21% | 64 |
|
|
2023
Q1 | $218K | Sell |
3,502
-243
| -6% | -$15.1K | 0.21% | 69 |
|
|
2022
Q4 | $226K | Sell |
3,745
-447
| -11% | -$27K | 0.22% | 73 |
|
|
2022
Q3 | $226K | Sell |
4,192
-470
| -10% | -$25.3K | 0.26% | 69 |
|
|
2022
Q2 | $267K | Sell |
4,662
-52
| -1% | -$2.98K | 0.29% | 62 |
|
|
2022
Q1 | $300K | Buy |
4,714
+12
| +0.3% | +$764 | 0.3% | 67 |
|
|
2021
Q4 | $310K | Buy |
+4,702
| New | +$310K | 0.3% | 65 |
|