IA
IFP Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.3M | Buy |
398,183
+4,420
| +1% | +$370K | 0.95% | 11 |
|
|
2025
Q1 | $31.4M | Buy |
393,763
+3,563
| +0.9% | +$285K | 0.97% | 11 |
|
|
2024
Q4 | $31.6M | Sell |
390,200
-9,456
| -2% | -$765K | 1.03% | 9 |
|
|
2024
Q3 | $33.3M | Sell |
399,656
-3,744
| -0.9% | -$312K | 1.2% | 7 |
|
|
2024
Q2 | $31.5M | Sell |
403,400
-54,160
| -12% | -$4.23M | 1.25% | 5 |
|
|
2024
Q1 | $34.9M | Buy |
457,560
+8,895
| +2% | +$678K | 1.53% | 2 |
|
|
2023
Q4 | $31.5M | Sell |
448,665
-16,921
| -4% | -$1.19M | 1.49% | 5 |
|
|
2023
Q3 | $29.6M | Buy |
465,586
+67,853
| +17% | +$4.31M | 1.33% | 5 |
|
|
2023
Q2 | $26.5M | Sell |
397,733
-33,532
| -8% | -$2.24M | 1.11% | 7 |
|
|
2023
Q1 | $17.9M | Buy |
431,265
+10,893
| +3% | +$453K | 0.78% | 19 |
|
|
2022
Q4 | $17.5M | Buy |
420,372
+12,867
| +3% | +$535K | 0.47% | 33 |
|
|
2022
Q3 | $17M | Buy |
407,505
+19,574
| +5% | +$815K | 0.44% | 31 |
|
|
2022
Q2 | $16.1M | Hold |
387,931
| – | – | 0.52% | 26 |
|
|
2022
Q1 | $16.1M | Buy |
387,931
+168,457
| +77% | +$7.01M | 0.52% | 26 |
|
|
2021
Q4 | $14.5M | Buy |
219,474
+10,654
| +5% | +$702K | 0.28% | 35 |
|
|
2021
Q3 | $12.3M | Buy |
208,820
+10,865
| +5% | +$640K | 0.25% | 44 |
|
|
2021
Q2 | $11.8M | Sell |
197,955
-16,835
| -8% | -$1M | 0.24% | 43 |
|
|
2021
Q1 | $12.3M | Buy |
214,790
+31,376
| +17% | +$1.79M | 0.24% | 34 |
|
|
2020
Q4 | $9.9M | Buy |
183,414
+12,232
| +7% | +$661K | 0.4% | 37 |
|
|
2020
Q3 | $8.49M | Buy |
171,182
+25,985
| +18% | +$1.29M | 0.51% | 37 |
|
|
2020
Q2 | $6.51M | Buy |
145,197
+20,301
| +16% | +$910K | 0.52% | 37 |
|
|
2020
Q1 | $4.91M | Buy |
124,896
+14,058
| +13% | +$553K | 0.5% | 40 |
|
|
2019
Q4 | $5.39M | Buy |
110,838
+19,454
| +21% | +$946K | 0.41% | 50 |
|
|
2019
Q3 | $4.1M | Buy |
+91,384
| New | +$4.1M | 0.27% | 85 |
|
|
2019
Q1 | $5K | Sell |
110
-28,961
| -100% | -$1.32M | ﹤0.01% | 1846 |
|
|
2018
Q4 | $1.1M | Buy |
29,071
+13,838
| +91% | +$526K | 0.07% | 323 |
|
|
2018
Q3 | $675K | Buy |
15,233
+8,060
| +112% | +$357K | 0.03% | 562 |
|
|
2018
Q2 | $294K | Buy |
7,173
+4,932
| +220% | +$202K | 0.01% | 886 |
|
|
2018
Q1 | $93K | Hold |
2,241
| – | – | ﹤0.01% | 1425 |
|
|
2017
Q4 | $93K | Buy |
2,241
+788
| +54% | +$32.7K | ﹤0.01% | 1423 |
|
|
2017
Q3 | $55K | Sell |
1,453
-298
| -17% | -$11.3K | ﹤0.01% | 1922 |
|
|
2017
Q2 | $64K | Sell |
1,751
-8,873
| -84% | -$324K | ﹤0.01% | 1780 |
|
|
2017
Q1 | $377K | Sell |
10,624
-3,848
| -27% | -$137K | 0.02% | 805 |
|
|
2016
Q4 | $481K | Buy |
14,472
+3,254
| +29% | +$108K | 0.02% | 630 |
|
|
2016
Q3 | $362K | Sell |
11,218
-35
| -0.3% | -$1.13K | 0.02% | 712 |
|
|
2016
Q2 | $355K | Buy |
11,253
+11,143
| +10,130% | +$352K | 0.02% | 695 |
|
|
2016
Q1 | $5K | Sell |
110
-3,866
| -97% | -$176K | ﹤0.01% | 1846 |
|
|
2015
Q4 | $121K | Buy |
+3,976
| New | +$121K | 0.01% | 1062 |
|