IHT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.84M | Buy |
105,614
+3,684
| +4% | +$308K | 0.24% | 90 |
|
|
2025
Q1 | $8.14M | Sell |
101,930
-125
| -0.1% | -$9.98K | 0.25% | 82 |
|
|
2024
Q4 | $8.26M | Buy |
102,055
+3,574
| +4% | +$289K | 0.27% | 76 |
|
|
2024
Q3 | $8.19M | Buy |
98,481
+1,679
| +2% | +$140K | 0.23% | 85 |
|
|
2024
Q2 | $7.56M | Buy |
96,802
+2,833
| +3% | +$221K | 0.28% | 68 |
|
|
2024
Q1 | $7.16M | Buy |
93,969
+2,561
| +3% | +$195K | 0.29% | 69 |
|
|
2023
Q4 | $6.42M | Sell |
91,408
-3,126
| -3% | -$220K | 0.29% | 78 |
|
|
2023
Q3 | $6M | Sell |
94,534
-59
| -0.1% | -$3.75K | 0.3% | 66 |
|
|
2023
Q2 | $6.31M | Sell |
94,593
-5,266
| -5% | -$351K | 0.33% | 60 |
|
|
2023
Q1 | $6.23M | Buy |
99,859
+84
| +0.1% | +$5.24K | 0.36% | 58 |
|
|
2022
Q4 | $6.02M | Buy |
99,775
+31,871
| +47% | +$1.92M | 0.38% | 56 |
|
|
2022
Q3 | $3.66M | Buy |
67,904
+8,589
| +14% | +$463K | 0.28% | 77 |
|
|
2022
Q2 | $3.4M | Sell |
59,315
-14,896
| -20% | -$854K | 0.3% | 68 |
|
|
2022
Q1 | $4.73M | Sell |
74,211
-30,326
| -29% | -$1.93M | 0.36% | 54 |
|
|
2021
Q4 | $6.89M | Sell |
104,537
-5,252
| -5% | -$346K | 0.51% | 33 |
|
|
2021
Q3 | $6.46M | Buy |
109,789
+8,520
| +8% | +$501K | 0.53% | 35 |
|
|
2021
Q2 | $6.04M | Sell |
101,269
-28,748
| -22% | -$1.72M | 0.38% | 48 |
|
|
2021
Q1 | $7.44M | Sell |
130,017
-929
| -0.7% | -$53.1K | 0.53% | 31 |
|
|
2020
Q4 | $7.07M | Buy |
130,946
+38,157
| +41% | +$2.06M | 0.59% | 27 |
|
|
2020
Q3 | $4.6M | Buy |
92,789
+48,471
| +109% | +$2.4M | 0.46% | 37 |
|
|
2020
Q2 | $2.02M | Buy |
44,318
+23,971
| +118% | +$1.09M | 0.28% | 82 |
|
|
2020
Q1 | $792K | Buy |
20,347
+2,126
| +12% | +$82.8K | 0.11% | 193 |
|
|
2019
Q4 | $883K | Sell |
18,221
-455
| -2% | -$22.1K | 0.1% | 224 |
|
|
2019
Q3 | $842K | Sell |
18,676
-2,656
| -12% | -$120K | 0.11% | 213 |
|
|
2019
Q2 | $931K | Buy |
21,332
+1,968
| +10% | +$85.9K | 0.14% | 169 |
|
|
2019
Q1 | $834K | Sell |
19,364
-1,642
| -8% | -$70.7K | 0.14% | 182 |
|
|
2018
Q4 | $805K | Sell |
21,006
-5,165
| -20% | -$198K | 0.16% | 161 |
|
|
2018
Q3 | $1.16M | Buy |
26,171
+794
| +3% | +$35.2K | 0.25% | 110 |
|
|
2018
Q2 | $1.04M | Buy |
25,377
+2,363
| +10% | +$96.9K | 0.27% | 105 |
|
|
2018
Q1 | $907K | Buy |
23,014
+1,902
| +9% | +$75K | 0.24% | 103 |
|
|
2017
Q4 | $896K | Buy |
21,112
+19,772
| +1,476% | +$839K | 0.24% | 111 |
|
|
2017
Q3 | $52K | Buy |
1,340
+240
| +22% | +$9.31K | 0.02% | 510 |
|
|
2017
Q2 | $11 | Buy |
+1,100
| New | +$11 | 0.01% | 941 |
|