Legacy Financial 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 | $68.7M | Buy |
820,492
+16,831
| +2% | +$1.41M | 10.73% | 1 |
|
|
2025
Q1 | $64.2M | Buy |
803,661
+18,887
| +2% | +$1.51M | 10.73% | 1 |
|
|
2024
Q4 | $63.5M | Sell |
784,774
-272
| -0% | -$22K | 10.5% | 1 |
|
|
2024
Q3 | $65.3M | Buy |
785,046
+10,057
| +1% | +$837K | 10.97% | 1 |
|
|
2024
Q2 | $60.5M | Sell |
774,989
-29,785
| -4% | -$2.32M | 10.77% | 1 |
|
|
2024
Q1 | $61.3M | Buy |
804,774
+85,158
| +12% | +$6.49M | 10.98% | 1 |
|
|
2023
Q4 | $50.6M | Sell |
719,616
-544
| -0.1% | -$38.2K | 9.71% | 1 |
|
|
2023
Q3 | $45.7M | Buy |
720,160
+25,110
| +4% | +$1.59M | 9.15% | 2 |
|
|
2023
Q2 | $46.3M | Buy |
695,050
+646,777
| +1,340% | +$43.1M | 8.65% | 3 |
|
|
2023
Q1 | $3.01M | Buy |
+48,273
| New | +$3.01M | 0.61% | 18 |
|