HBK Sorce Advisory’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 | $543K | Hold |
6,489
| – | – | 0.01% | 323 |
|
|
2025
Q1 | $518K | Sell |
6,489
-404
| -6% | -$32.3K | 0.02% | 328 |
|
|
2024
Q4 | $558K | Hold |
6,893
| – | – | 0.02% | 311 |
|
|
2024
Q3 | $574K | Hold |
6,893
| – | – | 0.02% | 305 |
|
|
2024
Q2 | $538K | Hold |
6,893
| – | – | 0.02% | 313 |
|
|
2024
Q1 | $525K | Hold |
6,893
| – | – | 0.02% | 324 |
|
|
2023
Q4 | $484K | Hold |
6,893
| – | – | 0.02% | 319 |
|
|
2023
Q3 | $438K | Sell |
6,893
-2,228
| -24% | -$141K | 0.02% | 338 |
|
|
2023
Q2 | $608K | Buy |
+9,121
| New | +$608K | 0.03% | 283 |
|