Icon Wealth Advisors’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 | $148K | Buy |
1,770
+74
| +4% | +$6.2K | 0.01% | 423 |
|
|
2025
Q1 | $135K | Sell |
1,696
-48
| -3% | -$3.83K | 0.01% | 423 |
|
|
2024
Q4 | $141K | Buy |
1,744
+25
| +1% | +$2.02K | 0.01% | 439 |
|
|
2024
Q3 | $143K | Buy |
+1,719
| New | +$143K | 0.01% | 415 |
|
|
2024
Q2 | – | Sell |
-2,135
| Closed | -$163K | – | 453 |
|
|
2024
Q1 | $163K | Buy |
+2,135
| New | +$163K | 0.02% | 376 |
|