IAG Wealth Partners’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 | $9.17M | Buy |
109,465
+3,768
| +4% | +$316K | 1.21% | 26 |
|
|
2025
Q1 | $8.44M | Buy |
105,697
+8,890
| +9% | +$710K | 1.31% | 23 |
|
|
2024
Q4 | $7.83M | Buy |
96,807
+10,432
| +12% | +$844K | 1.38% | 21 |
|
|
2024
Q3 | $7.19M | Buy |
86,375
+7,496
| +10% | +$624K | 1.33% | 21 |
|
|
2024
Q2 | $6.16M | Buy |
78,879
+7,670
| +11% | +$599K | 1.24% | 23 |
|
|
2024
Q1 | $5.43M | Buy |
71,209
+5,371
| +8% | +$409K | 1.17% | 22 |
|
|
2023
Q4 | $4.63M | Buy |
65,838
+6,320
| +11% | +$444K | 1.06% | 24 |
|
|
2023
Q3 | $3.78M | Sell |
59,518
-1,138
| -2% | -$72.3K | 1.05% | 22 |
|
|
2023
Q2 | $4.04M | Buy |
60,656
+3,023
| +5% | +$202K | 1.07% | 22 |
|
|
2023
Q1 | $3.59M | Buy |
57,633
+57,157
| +12,008% | +$3.56M | 1% | 22 |
|
|
2022
Q4 | $28.7K | Hold |
476
| – | – | 0.01% | 180 |
|
|
2022
Q3 | $26K | Hold |
476
| – | – | 0.01% | 176 |
|
|
2022
Q2 | $27K | Hold |
476
| – | – | 0.01% | 174 |
|
|
2022
Q1 | $30K | Buy |
+476
| New | +$30K | 0.01% | 178 |
|