Kingsview Wealth 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 | $289K | Sell |
3,447
-2,124
| -38% | -$178K | ﹤0.01% | 959 |
|
|
2025
Q1 | $445K | Sell |
5,571
-1,910
| -26% | -$153K | 0.01% | 766 |
|
|
2024
Q4 | $605K | Buy |
7,481
+1,138
| +18% | +$92.1K | 0.01% | 682 |
|
|
2024
Q3 | $528K | Sell |
6,343
-35,370
| -85% | -$2.94M | 0.01% | 698 |
|
|
2024
Q2 | $3.26M | Buy |
+41,713
| New | +$3.26M | 0.08% | 236 |
|
|
2022
Q2 | – | Sell |
-15,386
| Closed | -$980K | – | 826 |
|
|
2022
Q1 | $980K | Buy |
+15,386
| New | +$980K | 0.04% | 397 |
|