LM 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 | $1.96M | Buy |
23,346
+4,315
| +23% | +$361K | 0.25% | 54 |
|
|
2025
Q1 | $1.52M | Buy |
19,031
+3,188
| +20% | +$255K | 0.27% | 65 |
|
|
2024
Q4 | $1.28M | Buy |
15,843
+1,264
| +9% | +$102K | 0.23% | 73 |
|
|
2024
Q3 | $1.21M | Sell |
14,579
-884
| -6% | -$73.6K | 0.25% | 70 |
|
|
2024
Q2 | $1.21M | Buy |
15,463
+2,938
| +23% | +$229K | ﹤0.01% | 85 |
|
|
2024
Q1 | $954K | Buy |
12,525
+6,634
| +113% | +$505K | 0.15% | 99 |
|
|
2023
Q4 | $414K | Buy |
+5,891
| New | +$414K | 0.08% | 128 |
|