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 |
|