IFG 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 | $9.96M | Buy |
118,983
+9,716
| +9% | +$814K | 0.5% | 46 |
|
|
2025
Q1 | $8.73M | Sell |
109,267
-2,996
| -3% | -$239K | 0.48% | 48 |
|
|
2024
Q4 | $9.09M | Buy |
112,263
+5,138
| +5% | +$416K | 0.51% | 45 |
|
|
2024
Q3 | $8.91M | Sell |
107,125
-3,029
| -3% | -$252K | 0.57% | 39 |
|
|
2024
Q2 | $8.6M | Sell |
110,154
-7,672
| -7% | -$599K | 0.55% | 36 |
|
|
2024
Q1 | $8.98M | Sell |
117,826
-447
| -0.4% | -$34.1K | 0.67% | 27 |
|
|
2023
Q4 | $8.31M | Sell |
118,273
-714
| -0.6% | -$50.2K | 0.61% | 28 |
|
|
2023
Q3 | $7.55M | Buy |
118,987
+107
| +0.1% | +$6.79K | 0.64% | 27 |
|
|
2023
Q2 | $7.92M | Buy |
+118,880
| New | +$7.92M | 0.7% | 28 |
|