Hardy Reed’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 | $730K | Hold |
8,713
| – | – | 0.06% | 110 |
|
|
2025
Q1 | $696K | Hold |
8,713
| – | – | 0.06% | 113 |
|
|
2024
Q4 | $705K | Sell |
8,713
-106
| -1% | -$8.58K | 0.06% | 110 |
|
|
2024
Q3 | $734K | Sell |
8,819
-108
| -1% | -$8.99K | 0.07% | 107 |
|
|
2024
Q2 | $697K | Hold |
8,927
| – | – | 0.07% | 107 |
|
|
2024
Q1 | $680K | Buy |
8,927
+325
| +4% | +$24.8K | 0.08% | 55 |
|
|
2023
Q4 | $605K | Buy |
8,602
+2,322
| +37% | +$163K | 0.08% | 55 |
|
|
2023
Q3 | $399K | Hold |
6,280
| – | – | 0.07% | 66 |
|
|
2023
Q2 | $419K | Hold |
6,280
| – | – | 0.07% | 64 |
|
|
2023
Q1 | $391K | Sell |
6,280
-35
| -0.6% | -$2.18K | 0.07% | 73 |
|
|
2022
Q4 | $381K | Buy |
+6,315
| New | +$381K | 0.07% | 69 |
|