JFS Wealth 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 | $11.6K | Hold |
138
| – | – | ﹤0.01% | 818 |
|
|
2025
Q1 | $11K | Hold |
138
| – | – | ﹤0.01% | 850 |
|
|
2024
Q4 | $11.2K | Hold |
138
| – | – | ﹤0.01% | 817 |
|
|
2024
Q3 | $11.5K | Hold |
138
| – | – | ﹤0.01% | 805 |
|
|
2024
Q2 | $10.8K | Hold |
138
| – | – | ﹤0.01% | 776 |
|
|
2024
Q1 | $10.5K | Hold |
138
| – | – | ﹤0.01% | 800 |
|
|
2023
Q4 | $9.7K | Sell |
138
-147
| -52% | -$10.3K | ﹤0.01% | 784 |
|
|
2023
Q3 | $18.1K | Buy |
285
+147
| +107% | +$9.33K | ﹤0.01% | 571 |
|
|
2023
Q2 | $9.2K | Hold |
138
| – | – | ﹤0.01% | 754 |
|
|
2023
Q1 | $8.6K | Hold |
138
| – | – | ﹤0.01% | 768 |
|
|
2022
Q4 | $8.33K | Hold |
138
| – | – | ﹤0.01% | 777 |
|
|
2022
Q3 | $7K | Hold |
138
| – | – | ﹤0.01% | 854 |
|
|
2022
Q2 | $8K | Hold |
138
| – | – | ﹤0.01% | 818 |
|
|
2022
Q1 | $9K | Hold |
138
| – | – | ﹤0.01% | 815 |
|
|
2021
Q4 | $9K | Hold |
138
| – | – | ﹤0.01% | 697 |
|
|
2021
Q3 | $8K | Hold |
138
| – | – | ﹤0.01% | 670 |
|
|
2021
Q2 | $8K | Hold |
138
| – | – | ﹤0.01% | 464 |
|
|
2021
Q1 | $8K | Hold |
138
| – | – | ﹤0.01% | 434 |
|
|
2020
Q4 | $7K | Hold |
138
| – | – | ﹤0.01% | 439 |
|
|
2020
Q3 | $7K | Hold |
138
| – | – | ﹤0.01% | 416 |
|
|
2020
Q2 | $6K | Hold |
138
| – | – | ﹤0.01% | 416 |
|
|
2020
Q1 | $5K | Hold |
138
| – | – | ﹤0.01% | 388 |
|
|
2019
Q4 | $7K | Hold |
138
| – | – | ﹤0.01% | 387 |
|
|
2019
Q3 | $6K | Hold |
138
| – | – | ﹤0.01% | 391 |
|
|
2019
Q2 | $6K | Hold |
138
| – | – | ﹤0.01% | 393 |
|
|
2019
Q1 | $6K | Hold |
138
| – | – | ﹤0.01% | 382 |
|
|
2018
Q4 | $5K | Buy |
+138
| New | +$5K | ﹤0.01% | 388 |
|