J.W. Coons 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
$711K Buy
8,495
+800
+10% +$67K 0.16% 128
2025
Q1
$615K Buy
7,695
+35
+0.5% +$2.8K 0.16% 131
2024
Q4
$620K Buy
7,660
+4,110
+116% +$333K 0.16% 125
2024
Q3
$295K Buy
3,550
+515
+17% +$42.9K 0.07% 200
2024
Q2
$237K Buy
+3,035
New +$237K 0.06% 213