Lifestyle Asset Management’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 | $1.91M | Sell |
22,787
-94
| -0.4% | -$7.87K | 0.89% | 23 |
|
|
2025
Q1 | $1.83M | Sell |
22,881
-247
| -1% | -$19.7K | 1% | 18 |
|
|
2024
Q4 | $1.87M | Buy |
23,128
+145
| +0.6% | +$11.7K | 1.02% | 19 |
|
|
2024
Q3 | $1.91M | Sell |
22,983
-1,156
| -5% | -$96.2K | 1.06% | 14 |
|
|
2024
Q2 | $1.88M | Buy |
24,139
+5,960
| +33% | +$465K | 1.08% | 15 |
|
|
2024
Q1 | $1.39M | Sell |
18,179
-304
| -2% | -$23.2K | 0.82% | 20 |
|
|
2023
Q4 | $1.3M | Buy |
+18,483
| New | +$1.3M | 0.72% | 24 |
|