Harvest Investment Services’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
$3.05M Buy
36,460
+43
+0.1% +$3.6K 0.68% 31
2025
Q1
$2.91M Sell
36,417
-173
-0.5% -$13.8K 0.81% 24
2024
Q4
$2.96M Buy
36,590
+527
+1% +$42.7K 0.73% 36
2024
Q3
$3M Buy
36,063
+2,433
+7% +$202K 0.96% 26
2024
Q2
$2.62M Buy
+33,630
New +$2.62M 1.04% 26