Journey Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.3M | Sell |
122,973
-5,327
| -4% | -$446K | 0.8% | 29 |
|
|
2025
Q1 | $10.2M | Sell |
128,300
-4,060
| -3% | -$324K | 0.84% | 29 |
|
|
2024
Q4 | $10.3M | Hold |
132,360
| – | – | 1.24% | 23 |
|
|
2024
Q3 | $10.3M | Sell |
132,360
-2,380
| -2% | -$186K | 1.24% | 23 |
|
|
2024
Q2 | $10.5M | Buy |
134,740
+3,408
| +3% | +$266K | 1.26% | 23 |
|
|
2024
Q1 | $10M | Sell |
131,332
-1,850
| -1% | -$141K | 1.23% | 23 |
|
|
2023
Q4 | $9.36M | Buy |
133,182
+761
| +0.6% | +$53.5K | 1.27% | 22 |
|
|
2023
Q3 | $8.41M | Buy |
132,421
+5,272
| +4% | +$335K | 1.26% | 23 |
|
|
2023
Q2 | $8.48M | Buy |
127,149
+10,383
| +9% | +$692K | 1.26% | 20 |
|
|
2023
Q1 | $7.28M | Buy |
+116,766
| New | +$7.28M | 1.14% | 22 |
|