Hazlett, Burt & Watson’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 | $1.51M | Buy |
17,911
+723
| +4% | +$60.8K | 0.62% | 40 |
|
2025
Q1 | $1.37M | Buy |
17,188
+1,337
| +8% | +$107K | 0.62% | 40 |
|
2024
Q4 | $1.28M | Buy |
15,851
+1,234
| +8% | +$99.5K | 0.57% | 42 |
|
2024
Q3 | $1.22M | Buy |
14,617
+634
| +5% | +$52.7K | 0.56% | 41 |
|
2024
Q2 | $1.09M | Buy |
13,983
+167
| +1% | +$13K | 0.56% | 38 |
|
2024
Q1 | $1.05M | Buy |
13,816
+707
| +5% | +$53.5K | 0.63% | 31 |
|
2023
Q4 | $924K | Buy |
13,109
+812
| +7% | +$57.2K | 0.62% | 29 |
|
2023
Q3 | $781K | Buy |
12,297
+9,111
| +286% | +$579K | 0.58% | 30 |
|
2023
Q2 | $214K | Buy |
3,186
+64
| +2% | +$4.3K | 0.16% | 132 |
|
2023
Q1 | $195K | Buy |
3,122
+149
| +5% | +$9.31K | 0.16% | 125 |
|
2022
Q4 | $181K | Buy |
2,973
+726
| +32% | +$44.2K | 0.16% | 132 |
|
2022
Q3 | $120K | Sell |
2,247
-7,813
| -78% | -$417K | 0.12% | 165 |
|
2022
Q2 | $577K | Buy |
10,060
+4,156
| +70% | +$238K | 0.53% | 38 |
|
2022
Q1 | $375K | Buy |
+5,904
| New | +$375K | 0.3% | 70 |
|