IA
Insight 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 | $14.7M | Buy |
175,923
+40,878
| +30% | +$3.42M | 2.36% | 6 |
|
|
2025
Q1 | $10.8M | Buy |
135,045
+25,341
| +23% | +$2.02M | 1.88% | 6 |
|
|
2024
Q4 | $8.88M | Buy |
109,704
+8,842
| +9% | +$716K | 1.5% | 8 |
|
|
2024
Q3 | $8.39M | Buy |
100,862
+18,656
| +23% | +$1.55M | 1.45% | 7 |
|
|
2024
Q2 | $6.42M | Buy |
82,206
+9,011
| +12% | +$703K | 1.16% | 8 |
|
|
2024
Q1 | $5.58M | Buy |
73,195
+13,141
| +22% | +$1M | 1.07% | 9 |
|
|
2023
Q4 | $4.22M | Sell |
60,054
-392
| -0.6% | -$27.6K | 0.89% | 13 |
|
|
2023
Q3 | $3.84M | Buy |
60,446
+2,502
| +4% | +$159K | 0.88% | 11 |
|
|
2023
Q2 | $3.86M | Buy |
57,944
+2,135
| +4% | +$142K | 0.86% | 14 |
|
|
2023
Q1 | $3.48M | Sell |
55,809
-1,814
| -3% | -$113K | 0.82% | 14 |
|
|
2022
Q4 | $3.47M | Sell |
57,623
-1,503
| -3% | -$90.5K | 1.21% | 10 |
|
|
2022
Q3 | $3.19M | Sell |
59,126
-33
| -0.1% | -$1.78K | 1.25% | 16 |
|
|
2022
Q2 | $3.61M | Buy |
59,159
+1,066
| +2% | +$65K | 1.22% | 15 |
|
|
2022
Q1 | $3.7M | Buy |
58,093
+318
| +0.6% | +$20.2K | 1.11% | 16 |
|
|
2021
Q4 | $3.81M | Sell |
57,775
-3,756
| -6% | -$247K | 1.12% | 15 |
|
|
2021
Q3 | $3.89M | Sell |
61,531
-3,911
| -6% | -$247K | 1.16% | 12 |
|
|
2021
Q2 | $4.01M | Buy |
65,442
+364
| +0.6% | +$22.3K | 1.26% | 15 |
|
|
2021
Q1 | $3.81M | Buy |
65,078
+4,100
| +7% | +$240K | 1.21% | 13 |
|
|
2020
Q4 | $3.29M | Buy |
+60,978
| New | +$3.29M | 1.24% | 14 |
|