IFA
Interactive Financial 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 | $760K | Sell |
9,079
-46
| -0.5% | -$3.85K | 0.37% | 42 |
|
|
2025
Q1 | $729K | Sell |
9,125
-169
| -2% | -$13.5K | 0.39% | 42 |
|
|
2024
Q4 | $752K | Sell |
9,294
-294
| -3% | -$23.8K | 0.39% | 42 |
|
|
2024
Q3 | $798K | Sell |
9,588
-849
| -8% | -$70.7K | 0.41% | 43 |
|
|
2024
Q2 | $815K | Sell |
10,437
-502
| -5% | -$39.2K | 0.45% | 40 |
|
|
2024
Q1 | $834K | Buy |
10,939
+1,500
| +16% | +$114K | 0.46% | 38 |
|
|
2023
Q4 | $663K | Buy |
9,439
+555
| +6% | +$39K | 0.36% | 43 |
|
|
2023
Q3 | $564K | Sell |
8,884
-82
| -0.9% | -$5.21K | 0.38% | 41 |
|
|
2023
Q2 | $598K | Sell |
8,966
-377
| -4% | -$25.1K | 0.41% | 47 |
|
|
2023
Q1 | $582K | Buy |
9,343
+233
| +3% | +$14.5K | 0.37% | 46 |
|
|
2022
Q4 | $550K | Buy |
9,110
+1,567
| +21% | +$94.6K | 0.33% | 54 |
|
|
2022
Q3 | $407K | Sell |
7,543
-679
| -8% | -$36.6K | 0.24% | 61 |
|
|
2022
Q2 | $484K | Buy |
8,222
+537
| +7% | +$31.6K | 0.24% | 48 |
|
|
2022
Q1 | $557K | Sell |
7,685
-485
| -6% | -$35.2K | 0.26% | 55 |
|
|
2021
Q4 | $538K | Sell |
8,170
-253
| -3% | -$16.7K | 0.21% | 54 |
|
|
2021
Q3 | $496K | Sell |
8,423
-328
| -4% | -$19.3K | 0.22% | 55 |
|
|
2021
Q2 | $522K | Sell |
8,751
-1,883
| -18% | -$112K | 0.21% | 54 |
|
|
2021
Q1 | $608K | Buy |
10,634
+1,761
| +20% | +$101K | 0.26% | 50 |
|
|
2020
Q4 | $479K | Sell |
8,873
-391
| -4% | -$21.1K | 0.22% | 53 |
|
|
2020
Q3 | $459K | Buy |
9,264
+88
| +1% | +$4.36K | 0.23% | 47 |
|
|
2020
Q2 | $417K | Buy |
9,176
+201
| +2% | +$9.13K | 0.21% | 46 |
|
|
2020
Q1 | $349K | Buy |
8,975
+138
| +2% | +$5.37K | 0.31% | 28 |
|
|
2019
Q4 | $428K | Sell |
8,837
-29
| -0.3% | -$1.41K | 0.19% | 55 |
|
|
2019
Q3 | $400K | Buy |
8,866
+1,748
| +25% | +$78.9K | 0.18% | 50 |
|
|
2019
Q2 | $311K | Buy |
7,118
+321
| +5% | +$14K | 0.14% | 62 |
|
|
2019
Q1 | $293K | Sell |
6,797
-50
| -0.7% | -$2.16K | 0.14% | 54 |
|
|
2018
Q4 | $262K | Sell |
6,847
-381
| -5% | -$14.6K | 0.14% | 49 |
|
|
2018
Q3 | $320K | Sell |
7,228
-545
| -7% | -$24.1K | 0.15% | 56 |
|
|
2018
Q2 | $319K | Sell |
7,773
-4,861
| -38% | -$199K | 0.15% | 57 |
|
|
2018
Q1 | $510K | Sell |
12,634
-16,998
| -57% | -$686K | 0.24% | 42 |
|
|
2017
Q4 | $1.23M | Sell |
29,632
-2,651
| -8% | -$110K | 0.54% | 31 |
|
|
2017
Q3 | $1.23M | Sell |
32,283
-258
| -0.8% | -$9.85K | 0.56% | 30 |
|
|
2017
Q2 | $1.2M | Sell |
32,541
-1,240
| -4% | -$45.6K | 0.56% | 29 |
|
|
2017
Q1 | $1.2M | Sell |
33,781
-5,042
| -13% | -$179K | 0.58% | 29 |
|
|
2016
Q4 | $1.29M | Sell |
38,823
-7,871
| -17% | -$262K | 0.65% | 28 |
|
|
2016
Q3 | $1.51M | Sell |
46,694
-413
| -0.9% | -$13.3K | 0.76% | 28 |
|
|
2016
Q2 | $1.49M | Sell |
47,107
-2,314
| -5% | -$73.1K | 0.78% | 27 |
|
|
2016
Q1 | $1.55M | Buy |
+49,421
| New | +$1.55M | 0.95% | 24 |
|