Larson Financial Group’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 | $53.4M | Buy |
638,089
+414,143
| +185% | +$34.7M | 2.14% | 8 |
|
|
2025
Q1 | $17.9M | Buy |
223,946
+117,847
| +111% | +$9.41M | 0.85% | 21 |
|
|
2024
Q4 | $8.59M | Buy |
106,099
+56,182
| +113% | +$4.55M | 0.44% | 51 |
|
|
2024
Q3 | $4.15M | Buy |
49,917
+43,855
| +723% | +$3.65M | 0.24% | 85 |
|
|
2024
Q2 | $473K | Buy |
6,062
+4,058
| +202% | +$317K | 0.03% | 281 |
|
|
2024
Q1 | $153K | Buy |
2,004
+271
| +16% | +$20.6K | 0.01% | 465 |
|
|
2023
Q4 | $122K | Sell |
1,733
-106
| -6% | -$7.45K | 0.01% | 452 |
|
|
2023
Q3 | $117K | Buy |
1,839
+280
| +18% | +$17.8K | 0.01% | 426 |
|
|
2023
Q2 | $104K | Hold |
1,559
| – | – | 0.01% | 421 |
|
|
2023
Q1 | $97.2K | Buy |
1,559
+1,372
| +734% | +$85.5K | 0.01% | 438 |
|
|
2022
Q4 | $11.3K | Sell |
187
-154
| -45% | -$9.3K | ﹤0.01% | 826 |
|
|
2022
Q3 | $18K | Buy |
341
+154
| +82% | +$8.13K | ﹤0.01% | 649 |
|
|
2022
Q2 | $11K | Hold |
187
| – | – | ﹤0.01% | 685 |
|
|
2022
Q1 | $12K | Sell |
187
-53
| -22% | -$3.4K | ﹤0.01% | 615 |
|
|
2021
Q4 | $16K | Buy |
+240
| New | +$16K | ﹤0.01% | 592 |
|