Herold Advisors’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 | $2.96M | Sell |
35,341
-4,783
| -12% | -$401K | 0.62% | 41 |
|
|
2025
Q1 | $3.2M | Buy |
40,124
+2,770
| +7% | +$221K | 0.7% | 33 |
|
|
2024
Q4 | $3.02M | Buy |
37,354
+2,390
| +7% | +$193K | 0.66% | 39 |
|
|
2024
Q3 | $2.91M | Buy |
34,964
+704
| +2% | +$58.6K | 0.63% | 44 |
|
|
2024
Q2 | $2.67M | Buy |
34,260
+1,101
| +3% | +$85.9K | 0.62% | 44 |
|
|
2024
Q1 | $2.53M | Sell |
33,159
-3,675
| -10% | -$280K | 0.61% | 46 |
|
|
2023
Q4 | $2.59M | Buy |
36,834
+495
| +1% | +$34.8K | 0.72% | 41 |
|
|
2023
Q3 | $2.31M | Buy |
36,339
+1,856
| +5% | +$118K | 0.7% | 39 |
|
|
2023
Q2 | $2.3M | Buy |
34,483
+11,699
| +51% | +$780K | 0.7% | 35 |
|
|
2023
Q1 | $1.42M | Sell |
22,784
-1,420
| -6% | -$88.5K | 0.49% | 63 |
|
|
2022
Q4 | $1.46M | Buy |
24,204
+325
| +1% | +$19.6K | 0.62% | 50 |
|
|
2022
Q3 | $1.29M | Buy |
23,879
+194
| +0.8% | +$10.5K | 0.62% | 54 |
|
|
2022
Q2 | $1.36M | Buy |
23,685
+911
| +4% | +$52.2K | 0.6% | 54 |
|
|
2022
Q1 | $1.45M | Sell |
22,774
-630
| -3% | -$40.1K | 0.52% | 62 |
|
|
2021
Q4 | $1.54M | Buy |
23,404
+1
| +0% | +$66 | 0.6% | 57 |
|
|
2021
Q3 | $1.38M | Buy |
+23,403
| New | +$1.38M | 0.54% | 59 |
|