KWB Wealth’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 | – | Sell |
-3,933
| Closed | -$318K | – | 159 |
|
|
2025
Q1 | $318K | Buy |
3,933
+232
| +6% | +$18.8K | 0.04% | 119 |
|
|
2024
Q4 | $308K | Sell |
3,701
-146
| -4% | -$12.1K | 0.04% | 119 |
|
|
2024
Q3 | $300K | Buy |
3,847
+771
| +25% | +$60.2K | 0.04% | 104 |
|
|
2024
Q2 | $234K | Sell |
3,076
-411
| -12% | -$31.3K | 0.03% | 121 |
|
|
2024
Q1 | $266K | Sell |
3,487
-2,120
| -38% | -$162K | 0.04% | 116 |
|
|
2023
Q4 | $394K | Sell |
5,607
-453
| -7% | -$31.8K | 0.06% | 89 |
|
|
2023
Q3 | $404K | Sell |
6,060
-378
| -6% | -$25.2K | 0.06% | 85 |
|
|
2023
Q2 | $429K | Buy |
+6,438
| New | +$429K | 0.07% | 84 |
|