HBW Advisory 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 | $3.45M | Buy |
41,179
+659
| +2% | +$55.2K | 0.43% | 48 |
|
|
2025
Q1 | $3.24M | Sell |
40,520
-7,466
| -16% | -$596K | 0.46% | 51 |
|
|
2024
Q4 | $3.88M | Buy |
47,986
+1,900
| +4% | +$154K | 0.4% | 37 |
|
|
2024
Q3 | $3.83M | Buy |
46,086
+507
| +1% | +$42.2K | 0.56% | 40 |
|
|
2024
Q2 | $3.56M | Sell |
45,579
-1,333
| -3% | -$104K | 0.59% | 40 |
|
|
2024
Q1 | $3.3M | Hold |
46,912
| – | – | 0.62% | 47 |
|
|
2023
Q4 | $3.3M | Sell |
46,912
-3,065
| -6% | -$215K | 0.62% | 47 |
|
|
2023
Q3 | $3.17M | Sell |
49,977
-3
| -0% | -$190 | 0.66% | 42 |
|
|
2023
Q2 | $3.33M | Sell |
49,980
-4,455
| -8% | -$297K | 0.72% | 34 |
|
|
2023
Q1 | $3.39M | Buy |
54,435
+2,185
| +4% | +$136K | 0.85% | 34 |
|
|
2022
Q4 | $3.15M | Sell |
52,250
-478
| -0.9% | -$28.9K | 0.83% | 31 |
|
|
2022
Q3 | $2.84M | Sell |
52,728
-6,772
| -11% | -$365K | 0.79% | 42 |
|
|
2022
Q2 | $3.41M | Buy |
59,500
+56,014
| +1,607% | +$3.21M | 0.88% | 39 |
|
|
2022
Q1 | $222K | Sell |
3,486
-52,932
| -94% | -$3.37M | 0.08% | 198 |
|
|
2021
Q4 | $3.72M | Sell |
56,418
-296
| -0.5% | -$19.5K | 0.86% | 36 |
|
|
2021
Q3 | $3.34M | Sell |
56,714
-3,872
| -6% | -$228K | 0.86% | 39 |
|
|
2021
Q2 | $3.63M | Sell |
60,586
-5,410
| -8% | -$324K | 0.95% | 34 |
|
|
2021
Q1 | $3.77M | Sell |
65,996
-8,993
| -12% | -$514K | 1% | 33 |
|
|
2020
Q4 | $4.05M | Sell |
74,989
-2,043
| -3% | -$110K | 1.23% | 23 |
|
|
2020
Q3 | $3.82M | Sell |
77,032
-6,043
| -7% | -$300K | 1.57% | 12 |
|
|
2020
Q2 | $3.78M | Buy |
83,075
+1,779
| +2% | +$80.9K | 1.76% | 10 |
|
|
2020
Q1 | $3.16M | Sell |
81,296
-10,618
| -12% | -$413K | 2.29% | 9 |
|
|
2019
Q4 | $4.46M | Sell |
91,914
-20,226
| -18% | -$980K | 2.6% | 5 |
|
|
2019
Q3 | $5.06M | Buy |
+112,140
| New | +$5.06M | 4.84% | 2 |
|