Independent Advisor Alliance’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 | $349K | Buy |
4,173
+1,200
| +40% | +$100K | 0.01% | 690 |
|
|
2025
Q1 | $237K | Sell |
2,973
-862,672
| -100% | -$68.9M | 0.01% | 726 |
|
|
2024
Q4 | $70.1M | Buy |
+865,645
| New | +$70.1M | 0.93% | 16 |
|
|
2024
Q2 | – | Sell |
-4,263
| Closed | -$325K | – | 714 |
|
|
2024
Q1 | $325K | Buy |
+4,263
| New | +$325K | 0.01% | 552 |
|
|
2022
Q1 | – | Sell |
-3,928
| Closed | -$259K | – | 686 |
|
|
2021
Q4 | $259K | Buy |
+3,928
| New | +$259K | 0.01% | 559 |
|
|
2020
Q1 | – | Sell |
-54,248
| Closed | -$2.63M | – | 479 |
|
|
2019
Q4 | $2.63M | Buy |
+54,248
| New | +$2.63M | 0.11% | 196 |
|