Lido 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 | $578K | Sell |
6,902
-673,716
| -99% | -$56.4M | ﹤0.01% | 948 |
|
|
2025
Q1 | $54.4M | Sell |
680,618
-739,350
| -52% | -$59M | 0.24% | 54 |
|
|
2024
Q4 | $115M | Buy |
+1,419,968
| New | +$115M | 0.52% | 21 |
|
|
2023
Q4 | – | Sell |
-4,038
| Closed | -$256K | – | 1177 |
|
|
2023
Q3 | $256K | Buy |
+4,038
| New | +$256K | ﹤0.01% | 881 |
|
|
2021
Q4 | – | Sell |
-791
| Closed | -$47K | – | 885 |
|
|
2021
Q3 | $47K | Buy |
+791
| New | +$47K | ﹤0.01% | 840 |
|