ICA Group Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $397K | Buy |
5,087
+751
| +17% | +$58.6K | 0.24% | 64 |
|
|
2024
Q1 | $330K | Buy |
4,336
+872
| +25% | +$66.4K | 0.07% | 216 |
|
|
2023
Q4 | $243K | Buy |
+3,464
| New | +$243K | 0.05% | 226 |
|
|
2023
Q3 | – | Sell |
-1,868
| Closed | -$125K | – | 450 |
|
|
2023
Q2 | $125K | Buy |
1,868
+154
| +9% | +$10.3K | 0.03% | 293 |
|
|
2023
Q1 | $107K | Buy |
1,714
+566
| +49% | +$35.3K | 0.03% | 332 |
|
|
2022
Q4 | $69.4K | Buy |
+1,148
| New | +$69.4K | 0.02% | 441 |
|