Main Street Financial Solutions’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 | $16.6M | Sell |
198,659
-4,814
| -2% | -$403K | 1.21% | 18 |
|
|
2025
Q1 | $16.2M | Buy |
203,473
+18,694
| +10% | +$1.49M | 1.41% | 12 |
|
|
2024
Q4 | $15M | Buy |
184,779
+964
| +0.5% | +$78K | 1.47% | 13 |
|
|
2024
Q3 | $15.3M | Buy |
183,815
+2,586
| +1% | +$215K | 1.4% | 12 |
|
|
2024
Q2 | $14.1M | Buy |
181,229
+8,474
| +5% | +$661K | 1.33% | 13 |
|
|
2024
Q1 | $13.2M | Buy |
172,755
+39,592
| +30% | +$3.02M | 1.41% | 13 |
|
|
2023
Q4 | $9.36M | Sell |
133,163
-2,770
| -2% | -$195K | 1.21% | 16 |
|
|
2023
Q3 | $8.63M | Sell |
135,933
-6,165
| -4% | -$391K | 1.22% | 17 |
|
|
2023
Q2 | $9.47M | Sell |
142,098
-9,069
| -6% | -$605K | 1.28% | 16 |
|
|
2023
Q1 | $9.42M | Buy |
151,167
+3,219
| +2% | +$201K | 1.38% | 11 |
|
|
2022
Q4 | $8.93M | Sell |
147,948
-63,172
| -30% | -$3.81M | 1.41% | 11 |
|
|
2022
Q3 | $11.5M | Buy |
+211,120
| New | +$11.5M | 1.9% | 9 |
|
|
2022
Q2 | – | Sell |
-8,009
| Closed | -$510K | – | 456 |
|
|
2022
Q1 | $510K | Sell |
8,009
-82
| -1% | -$5.22K | 0.07% | 246 |
|
|
2021
Q4 | $533K | Buy |
8,091
+153
| +2% | +$10.1K | 0.08% | 257 |
|
|
2021
Q3 | $467K | Buy |
7,938
+89
| +1% | +$5.24K | 0.07% | 269 |
|
|
2021
Q2 | $468K | Buy |
7,849
+681
| +10% | +$40.6K | 0.08% | 256 |
|
|
2021
Q1 | $410K | Buy |
7,168
+719
| +11% | +$41.1K | 0.07% | 255 |
|
|
2020
Q4 | $348K | Buy |
+6,449
| New | +$348K | 0.07% | 261 |
|