L & S Advisors’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 | $408K | Buy |
4,869
+252
| +5% | +$21.1K | 0.04% | 248 |
|
|
2025
Q1 | $369K | Sell |
4,617
-15
| -0.3% | -$1.2K | 0.05% | 260 |
|
|
2024
Q4 | $375K | Sell |
4,632
-197
| -4% | -$15.9K | 0.04% | 235 |
|
|
2024
Q3 | $402K | Buy |
4,829
+324
| +7% | +$27K | 0.04% | 238 |
|
|
2024
Q2 | $352K | Sell |
4,505
-306
| -6% | -$23.9K | 0.04% | 241 |
|
|
2024
Q1 | $367K | Buy |
4,811
+13
| +0.3% | +$990 | 0.04% | 244 |
|
|
2023
Q4 | $337K | Buy |
4,798
+170
| +4% | +$11.9K | 0.04% | 239 |
|
|
2023
Q3 | $294K | Sell |
4,628
-1,831
| -28% | -$116K | 0.04% | 239 |
|
|
2023
Q2 | $431K | Sell |
6,459
-9,673
| -60% | -$645K | 0.06% | 223 |
|
|
2023
Q1 | $1.01M | Buy |
+16,132
| New | +$1.01M | 0.14% | 151 |
|