Lauer 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 | $13.7M | Sell |
159,485
-13,127
| -8% | -$1.13M | 11.33% | 3 |
|
|
2025
Q1 | $13.4M | Buy |
172,612
+12,627
| +8% | +$979K | 10.3% | 3 |
|
|
2024
Q4 | $12.9M | Buy |
159,985
+8,371
| +6% | +$677K | 8.65% | 5 |
|
|
2024
Q3 | $12.6M | Sell |
151,614
-15,947
| -10% | -$1.33M | 9.76% | 3 |
|
|
2024
Q2 | $13.3M | Sell |
167,561
-11,209
| -6% | -$892K | 10.51% | 4 |
|
|
2024
Q1 | $13.3M | Buy |
178,770
+9,383
| +6% | +$699K | 11.57% | 3 |
|
|
2023
Q4 | $12.1M | Buy |
169,387
+5,411
| +3% | +$387K | 11.23% | 2 |
|
|
2023
Q3 | $10.6M | Sell |
163,976
-94,747
| -37% | -$6.13M | 11.44% | 2 |
|
|
2023
Q2 | $17.6M | Buy |
258,723
+194,053
| +300% | +$13.2M | 18.15% | 1 |
|
|
2023
Q1 | $4.07M | Buy |
+64,670
| New | +$4.07M | 5.09% | 8 |
|