Intrua Financial’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 | $33M | Buy |
394,303
+128,876
| +49% | +$10.8M | 4.43% | 3 |
|
|
2025
Q1 | $21.2M | Buy |
265,427
+131,806
| +99% | +$10.5M | 3.08% | 5 |
|
|
2024
Q4 | $10.8M | Buy |
133,621
+10,031
| +8% | +$812K | 1.66% | 9 |
|
|
2024
Q3 | $10.3M | Sell |
123,590
-2,144
| -2% | -$178K | 1.53% | 9 |
|
|
2024
Q2 | $9.81M | Buy |
125,734
+59,925
| +91% | +$4.68M | 1.46% | 9 |
|
|
2024
Q1 | $5.01M | Sell |
65,809
-1,003
| -2% | -$76.4K | 0.72% | 23 |
|
|
2023
Q4 | $4.7M | Buy |
+66,812
| New | +$4.7M | 0.69% | 31 |
|