Lane & 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
Q1 | $526K | Hold |
6,588
| – | – | 0.28% | 59 |
|
|
2024
Q4 | $549K | Hold |
6,588
| – | – | 0.28% | 62 |
|
|
2024
Q3 | $548K | Buy |
6,588
+250
| +4% | +$20.8K | 0.3% | 65 |
|
|
2024
Q2 | $495K | Hold |
6,338
| – | – | 0.29% | 65 |
|
|
2024
Q1 | $483K | Hold |
6,338
| – | – | 0.3% | 63 |
|
|
2023
Q4 | $445K | Hold |
6,338
| – | – | 0.32% | 63 |
|
|
2023
Q3 | $402K | Hold |
6,338
| – | – | 0.32% | 63 |
|
|
2023
Q2 | $422K | Hold |
6,338
| – | – | 0.34% | 58 |
|
|
2023
Q1 | $395K | Buy |
+6,338
| New | +$395K | 0.35% | 56 |
|