Joseph Group Capital Management’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 | $10.1K | Sell |
121
-57
| -32% | -$4.77K | ﹤0.01% | 94 |
|
|
2025
Q1 | $14.2K | Sell |
178
-271
| -60% | -$21.6K | 0.01% | 87 |
|
|
2024
Q4 | $36.3K | Sell |
449
-74
| -14% | -$5.99K | 0.01% | 75 |
|
|
2024
Q3 | $43.5K | Sell |
523
-33
| -6% | -$2.75K | 0.02% | 69 |
|
|
2024
Q2 | $43.4K | Sell |
556
-649
| -54% | -$50.7K | 0.02% | 61 |
|
|
2024
Q1 | $91.8K | Sell |
1,205
-109
| -8% | -$8.31K | 0.05% | 57 |
|
|
2023
Q4 | $92.3K | Sell |
1,314
-124
| -9% | -$8.72K | 0.05% | 56 |
|
|
2023
Q3 | $91.3K | Sell |
1,438
-208
| -13% | -$13.2K | 0.07% | 52 |
|
|
2023
Q2 | $110K | Sell |
1,646
-496
| -23% | -$33.1K | 0.09% | 50 |
|
|
2023
Q1 | $134K | Sell |
2,142
-430
| -17% | -$26.8K | 0.12% | 52 |
|
|
2022
Q4 | $155K | Sell |
2,572
-913
| -26% | -$55K | 0.15% | 55 |
|
|
2022
Q3 | $188K | Sell |
3,485
-624
| -15% | -$33.7K | 0.21% | 46 |
|
|
2022
Q2 | $235K | Sell |
4,109
-336
| -8% | -$19.2K | 0.24% | 47 |
|
|
2022
Q1 | $283K | Sell |
4,445
-570
| -11% | -$36.3K | 0.29% | 47 |
|
|
2021
Q4 | $330K | Buy |
+5,015
| New | +$330K | 0.32% | 48 |
|