Laurel Wealth Advisors (North Carolina)’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 | $1.42M | Buy |
118,744
+117,326
| +8,274% | +$1.4M | 0.02% | 228 |
|
|
2025
Q1 | $113K | Hold |
1,418
| – | – | 0.02% | 227 |
|
|
2024
Q4 | $115K | Sell |
1,418
-300
| -17% | -$24.3K | 0.02% | 221 |
|
|
2024
Q3 | $143K | Sell |
1,718
-100
| -6% | -$8.32K | 0.02% | 203 |
|
|
2024
Q2 | $142K | Hold |
1,818
| – | – | 0.02% | 201 |
|
|
2024
Q1 | $139K | Hold |
1,818
| – | – | 0.02% | 207 |
|
|
2023
Q4 | $128K | Hold |
1,818
| – | – | 0.02% | 203 |
|
|
2023
Q3 | $115K | Hold |
1,818
| – | – | 0.02% | 209 |
|
|
2023
Q2 | $121K | Hold |
1,818
| – | – | 0.02% | 204 |
|
|
2023
Q1 | $113K | Hold |
1,818
| – | – | 0.02% | 210 |
|
|
2022
Q4 | $110K | Hold |
1,818
| – | – | 0.02% | 193 |
|
|
2022
Q3 | $98K | Hold |
1,818
| – | – | 0.02% | 200 |
|
|
2022
Q2 | $104K | Hold |
1,818
| – | – | 0.03% | 199 |
|
|
2022
Q1 | $116K | Hold |
1,818
| – | – | 0.02% | 208 |
|
|
2021
Q4 | $120K | Hold |
1,818
| – | – | 0.02% | 203 |
|
|
2021
Q3 | $107K | Hold |
1,818
| – | – | 0.02% | 207 |
|
|
2021
Q2 | $108K | Hold |
1,818
| – | – | 0.02% | 210 |
|
|
2021
Q1 | $104K | Hold |
1,818
| – | – | 0.03% | 202 |
|
|
2020
Q4 | $98K | Hold |
1,818
| – | – | 0.03% | 196 |
|
|
2020
Q3 | $90K | Hold |
1,818
| – | – | 0.03% | 187 |
|
|
2020
Q2 | $83K | Hold |
1,818
| – | – | 0.03% | 186 |
|
|
2020
Q1 | $71K | Hold |
1,818
| – | – | 0.03% | 189 |
|
|
2019
Q4 | $88K | Hold |
1,818
| – | – | 0.03% | 193 |
|
|
2019
Q3 | $82K | Buy |
1,818
+1,231
| +210% | +$55.5K | 0.03% | 198 |
|
|
2019
Q2 | $26K | Buy |
+587
| New | +$26K | 0.01% | 295 |
|