Haverford Trust Company’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 | $3.46M | Buy |
41,274
+1,972
| +5% | +$165K | 0.03% | 145 |
|
|
2025
Q1 | $3.14M | Hold |
39,302
| – | – | 0.03% | 147 |
|
|
2024
Q4 | $3.18M | Buy |
39,302
+2,543
| +7% | +$206K | 0.03% | 146 |
|
|
2024
Q3 | $3.06M | Buy |
36,759
+770
| +2% | +$64.1K | 0.03% | 154 |
|
|
2024
Q2 | $2.81M | Hold |
35,989
| – | – | 0.03% | 153 |
|
|
2024
Q1 | $2.74M | Hold |
35,989
| – | – | 0.03% | 151 |
|
|
2023
Q4 | $2.53M | Hold |
35,989
| – | – | 0.03% | 147 |
|
|
2023
Q3 | $2.28M | Hold |
35,989
| – | – | 0.03% | 144 |
|
|
2023
Q2 | $2.4M | Sell |
35,989
-2,041
| -5% | -$136K | 0.03% | 139 |
|
|
2023
Q1 | $2.37M | Buy |
+38,030
| New | +$2.37M | 0.03% | 138 |
|