JT Stratford LLC’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 | $4.39M | Buy |
52,373
+3,411
| +7% | +$286K | 0.66% | 30 |
|
|
2025
Q1 | $3.91M | Buy |
48,962
+2,172
| +5% | +$173K | 0.69% | 28 |
|
|
2024
Q4 | $3.79M | Buy |
46,790
+1,974
| +4% | +$160K | 0.62% | 29 |
|
|
2024
Q3 | $3.73M | Buy |
44,816
+2,547
| +6% | +$212K | 0.64% | 28 |
|
|
2024
Q2 | $3.3M | Buy |
42,269
+2,416
| +6% | +$189K | 0.61% | 32 |
|
|
2024
Q1 | $3.04M | Buy |
39,853
+3,911
| +11% | +$298K | 0.6% | 32 |
|
|
2023
Q4 | $2.53M | Sell |
35,942
-1,307
| -4% | -$91.9K | 0.58% | 37 |
|
|
2023
Q3 | $2.36M | Buy |
37,249
+7,491
| +25% | +$476K | 0.61% | 32 |
|
|
2023
Q2 | $1.98M | Buy |
29,758
+3,675
| +14% | +$245K | 0.53% | 44 |
|
|
2023
Q1 | $1.63M | Buy |
26,083
+652
| +3% | +$40.6K | 0.47% | 59 |
|
|
2022
Q4 | $1.54M | Buy |
25,431
+14,057
| +124% | +$848K | 0.49% | 56 |
|
|
2022
Q3 | $613K | Buy |
11,374
+555
| +5% | +$29.9K | 0.22% | 94 |
|
|
2022
Q2 | $620K | Buy |
10,819
+1,473
| +16% | +$84.4K | 0.2% | 101 |
|
|
2022
Q1 | $595K | Buy |
9,346
+5
| +0.1% | +$318 | 0.17% | 104 |
|
|
2021
Q4 | $615K | Sell |
9,341
-96
| -1% | -$6.32K | 0.17% | 118 |
|
|
2021
Q3 | $555K | Sell |
9,437
-852
| -8% | -$50.1K | 0.17% | 113 |
|
|
2021
Q2 | $614K | Sell |
10,289
-143
| -1% | -$8.53K | 0.2% | 105 |
|
|
2021
Q1 | $597K | Sell |
10,432
-13
| -0.1% | -$744 | 0.21% | 103 |
|
|
2020
Q4 | $564K | Sell |
10,445
-349
| -3% | -$18.8K | 0.21% | 94 |
|
|
2020
Q3 | $535K | Sell |
10,794
-2,952
| -21% | -$146K | 0.23% | 89 |
|
|
2020
Q2 | $625K | Buy |
+13,746
| New | +$625K | 0.32% | 81 |
|