IAM Advisory’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 | $66.6M | Buy |
795,448
+12,806
| +2% | +$1.07M | 15.99% | 1 |
|
|
2025
Q1 | $62.5M | Sell |
782,642
-5,044
| -0.6% | -$403K | 16.23% | 2 |
|
|
2024
Q4 | $63.7M | Buy |
787,686
+7,013
| +0.9% | +$568K | 16.16% | 2 |
|
|
2024
Q3 | $65M | Buy |
780,673
+8,314
| +1% | +$692K | 16.42% | 2 |
|
|
2024
Q2 | $60.3M | Buy |
772,359
+497,566
| +181% | +$38.8M | 16.34% | 1 |
|
|
2024
Q1 | $20.9M | Sell |
274,793
-2,196
| -0.8% | -$167K | 5.74% | 5 |
|
|
2023
Q4 | $19.5M | Buy |
276,989
+2,092
| +0.8% | +$147K | 6.11% | 3 |
|
|
2023
Q3 | $17.5M | Buy |
+274,897
| New | +$17.5M | 6.1% | 4 |
|