MAI Capital 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 | $1.37M | Buy |
16,349
+49
| +0.3% | +$4.1K | 0.01% | 559 |
|
|
2025
Q1 | $1.3M | Buy |
16,300
+214
| +1% | +$17.1K | 0.01% | 548 |
|
|
2024
Q4 | $1.3M | Buy |
16,086
+9,850
| +158% | +$797K | 0.01% | 558 |
|
|
2024
Q3 | $519K | Buy |
6,236
+691
| +12% | +$57.5K | ﹤0.01% | 707 |
|
|
2024
Q2 | $433K | Buy |
5,545
+71
| +1% | +$5.54K | ﹤0.01% | 835 |
|
|
2024
Q1 | $417K | Buy |
+5,474
| New | +$417K | ﹤0.01% | 844 |
|