InterOcean Capital Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $382K | Hold |
5,019
| – | – | 0.01% | 344 |
|
|
2023
Q4 | $353K | Hold |
5,019
| – | – | 0.01% | 347 |
|
|
2023
Q3 | $319K | Hold |
5,019
| – | – | 0.01% | 335 |
|
|
2023
Q2 | $335K | Buy |
5,019
+62
| +1% | +$4.13K | 0.01% | 339 |
|
|
2023
Q1 | $309K | Hold |
4,957
| – | – | 0.01% | 316 |
|
|
2022
Q4 | $299K | Hold |
4,957
| – | – | 0.01% | 330 |
|
|
2022
Q3 | $267K | Hold |
4,957
| – | – | 0.01% | 323 |
|
|
2022
Q2 | $284K | Hold |
4,957
| – | – | 0.01% | 326 |
|
|
2022
Q1 | $316K | Hold |
4,957
| – | – | 0.01% | 203 |
|
|
2021
Q4 | $326K | Hold |
4,957
| – | – | 0.01% | 198 |
|
|
2021
Q3 | $292K | Hold |
4,957
| – | – | 0.01% | 200 |
|
|
2021
Q2 | $296K | Hold |
4,957
| – | – | 0.02% | 205 |
|
|
2021
Q1 | $283K | Hold |
4,957
| – | – | 0.02% | 190 |
|
|
2020
Q4 | $267K | Buy |
+4,957
| New | +$267K | 0.02% | 181 |
|