Key Financial Inc’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 | $143K | Buy |
1,706
+130
| +8% | +$10.9K | 0.03% | 326 |
|
|
2025
Q1 | $126K | Hold |
1,576
| – | – | 0.03% | 325 |
|
|
2024
Q4 | $128K | Hold |
1,576
| – | – | 0.03% | 317 |
|
|
2024
Q3 | $131K | Hold |
1,576
| – | – | 0.03% | 307 |
|
|
2024
Q2 | $123K | Buy |
1,576
+1,126
| +250% | +$87.9K | 0.03% | 301 |
|
|
2024
Q1 | $34.3K | Buy |
450
+340
| +309% | +$25.9K | 0.01% | 497 |
|
|
2023
Q4 | $7.73K | Hold |
110
| – | – | ﹤0.01% | 806 |
|
|
2023
Q3 | $6.98K | Hold |
110
| – | – | ﹤0.01% | 818 |
|
|
2023
Q2 | $7.33K | Hold |
110
| – | – | ﹤0.01% | 812 |
|
|
2023
Q1 | $6.86K | Buy |
+110
| New | +$6.86K | ﹤0.01% | 756 |
|