Inspire Advisors’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 | $471K | Sell |
5,622
-3,497
| -38% | -$293K | 0.05% | 302 |
|
|
2025
Q1 | $728K | Sell |
9,119
-14
| -0.2% | -$1.12K | 0.08% | 158 |
|
|
2024
Q4 | $739K | Sell |
9,133
-507
| -5% | -$41K | 0.09% | 145 |
|
|
2024
Q3 | $802K | Sell |
9,640
-149
| -2% | -$12.4K | 0.1% | 130 |
|
|
2024
Q2 | $764K | Buy |
9,789
+4,306
| +79% | +$336K | 0.1% | 129 |
|
|
2024
Q1 | $418K | Sell |
5,483
-173
| -3% | -$13.2K | 0.06% | 228 |
|
|
2023
Q4 | $398K | Sell |
5,656
-19,568
| -78% | -$1.38M | 0.06% | 221 |
|
|
2023
Q3 | $1.6M | Sell |
25,224
-6,325
| -20% | -$402K | 0.28% | 35 |
|
|
2023
Q2 | $2.1M | Buy |
+31,549
| New | +$2.1M | 0.41% | 18 |
|