Kraft Davis & Associates’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 | $12.9M | Sell |
149,605
-8,143
| -5% | -$701K | 3.53% | 7 |
|
|
2025
Q1 | $11.9M | Sell |
157,748
-2,103
| -1% | -$158K | 3.83% | 5 |
|
|
2024
Q4 | $13.3M | Buy |
159,851
+6,276
| +4% | +$524K | 3.81% | 7 |
|
|
2024
Q3 | $12.6M | Buy |
153,575
+2,870
| +2% | +$236K | 3.76% | 6 |
|
|
2024
Q2 | $11.9M | Buy |
150,705
+3,794
| +3% | +$300K | 3.61% | 6 |
|
|
2024
Q1 | $11.1M | Buy |
146,911
+6,870
| +5% | +$518K | 3.33% | 7 |
|
|
2023
Q4 | $10M | Buy |
140,041
+56,636
| +68% | +$4.06M | 3.01% | 10 |
|
|
2023
Q3 | $5.2M | Buy |
83,405
+42,754
| +105% | +$2.67M | 1.96% | 21 |
|
|
2023
Q2 | $2.72M | Buy |
+40,651
| New | +$2.72M | 0.95% | 26 |
|