IFP Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $35.7M | Buy |
406,724
+16,186
| +4% | +$1.47M | 0.74% | 15 |
|
|
2025
Q4 | $34.9M | Sell |
390,538
-7,829
| -2% | -$698K | 0.78% | 17 |
|
|
2025
Q3 | $35.4M | Buy |
398,367
+184
| +0% | +$16K | 0.92% | 13 |
|
|
2025
Q2 | $33.3M | Buy |
398,183
+4,420
| +1% | +$351K | 0.95% | 11 |
|
|
2025
Q1 | $31.4M | Buy |
393,763
+3,563
| +0.9% | +$292K | 0.97% | 11 |
|
|
2024
Q4 | $31.6M | Sell |
390,200
-9,456
| -2% | -$791K | 1.03% | 9 |
|
|
2024
Q3 | $33.3M | Sell |
399,656
-3,744
| -0.9% | -$300K | 1.2% | 7 |
|
|
2024
Q2 | $31.5M | Sell |
403,400
-54,160
| -12% | -$4.09M | 1.25% | 5 |
|
|
2024
Q1 | $34.9M | Buy |
457,560
+8,895
| +2% | +$649K | 1.53% | 2 |
|
|
2023
Q4 | $31.5M | Sell |
448,665
-16,921
| -4% | -$1.12M | 1.49% | 5 |
|
|
2023
Q3 | $29.6M | Buy |
465,586
+67,853
| +17% | +$4.51M | 1.33% | 5 |
|
|
2023
Q2 | $26.5M | Sell |
397,733
-33,532
| -8% | -$2.13M | 1.11% | 7 |
|
|
2023
Q1 | $17.9M | Buy |
431,265
+10,893
| +3% | +$669K | 0.78% | 19 |
|
|
2022
Q4 | $17.5M | Buy |
420,372
+12,867
| +3% | +$768K | 0.47% | 33 |
|
|
2022
Q3 | $17M | Buy |
407,505
+19,574
| +5% | +$1.16M | 0.44% | 31 |
|
|
2022
Q2 | $16.1M | Hold |
387,931
| – | – | 0.52% | 26 |
|
|
2022
Q1 | $16.1M | Buy |
387,931
+168,457
| +77% | +$10.6M | 0.52% | 26 |
|
|
2021
Q4 | $14.5M | Buy |
219,474
+10,654
| +5% | +$669K | 0.28% | 35 |
|
|
2021
Q3 | $12.3M | Buy |
208,820
+10,865
| +5% | +$665K | 0.25% | 44 |
|
|
2021
Q2 | $11.8M | Sell |
197,955
-16,835
| -8% | -$995K | 0.24% | 43 |
|
|
2021
Q1 | $12.3M | Buy |
214,790
+31,376
| +17% | +$1.72M | 0.24% | 34 |
|
|
2020
Q4 | $9.9M | Buy |
183,414
+12,232
| +7% | +$633K | 0.4% | 37 |
|
|
2020
Q3 | $8.48M | Buy |
171,182
+25,985
| +18% | +$1.26M | 0.51% | 37 |
|
|
2020
Q2 | $6.51M | Buy |
145,197
+20,301
| +16% | +$879K | 0.52% | 37 |
|
|
2020
Q1 | $4.91M | Buy |
124,896
+14,058
| +13% | +$639K | 0.5% | 40 |
|
|
2019
Q4 | $5.39M | Buy |
110,838
+19,454
| +21% | +$908K | 0.41% | 50 |
|
|
2019
Q3 | $4.1M | Buy |
+91,384
| New | +$4.04M | 0.27% | 85 |
|
|
2019
Q1 | $5K | Sell |
110
-28,961
| -100% | -$1.19M | ﹤0.01% | 1846 |
|
|
2018
Q4 | $1.1M | Buy |
29,071
+13,838
| +91% | +$572K | 0.07% | 323 |
|
|
2018
Q3 | $675K | Buy |
15,233
+8,060
| +112% | +$348K | 0.03% | 563 |
|
|
2018
Q2 | $294K | Buy |
7,173
+4,932
| +220% | +$202K | 0.01% | 889 |
|
|
2018
Q1 | $93K | Hold |
2,241
| – | – | ﹤0.01% | 1425 |
|
|
2017
Q4 | $93K | Buy |
2,241
+788
| +54% | +$31.4K | ﹤0.01% | 1437 |
|
|
2017
Q3 | $55K | Sell |
1,453
-298
| -17% | -$11.1K | ﹤0.01% | 1937 |
|
|
2017
Q2 | $64K | Sell |
1,751
-8,873
| -84% | -$321K | ﹤0.01% | 1795 |
|
|
2017
Q1 | $377K | Sell |
10,624
-3,848
| -27% | -$134K | 0.02% | 806 |
|
|
2016
Q4 | $481K | Buy |
14,472
+3,254
| +29% | +$106K | 0.02% | 631 |
|
|
2016
Q3 | $362K | Sell |
11,218
-35
| -0.3% | -$1.14K | 0.02% | 714 |
|
|
2016
Q2 | $355K | Buy |
11,253
+11,143
| +10,130% | +$348K | 0.02% | 695 |
|
|
2016
Q1 | $5K | Sell |
110
-3,866
| -97% | -$114K | ﹤0.01% | 1846 |
|
|
2015
Q4 | $121K | Buy |
+3,976
| New | +$122K | 0.01% | 1065 |
|
Other funds holding DGRW
HC
