Howard Capital Management’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
$5.88M Buy
70,158
+10,948
+18% +$917K 0.09% 62
2025
Q1
$4.73M Buy
59,210
+7,017
+13% +$560K 0.12% 63
2024
Q4
$4.22M Buy
52,193
+10,357
+25% +$838K 0.07% 90
2024
Q3
$3.48M Buy
41,836
+6,088
+17% +$507K 0.06% 100
2024
Q2
$2.79M Buy
35,748
+2,396
+7% +$187K 0.27% 27
2024
Q1
$2.54M Buy
33,352
+2,704
+9% +$206K 0.28% 28
2023
Q4
$2.15M Buy
30,648
+2,612
+9% +$184K 0.27% 29
2023
Q3
$1.78M Buy
28,036
+10,253
+58% +$651K 0.24% 30
2023
Q2
$1.19M Buy
+17,783
New +$1.19M 0.16% 36