Marcum Wealth’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
Q1 | $236K | Buy |
2,954
+2
| +0.1% | +$160 | 0.02% | 334 |
|
|
2024
Q4 | $239K | Buy |
+2,952
| New | +$239K | 0.02% | 328 |
|
|
2023
Q1 | – | Sell |
-5,676
| Closed | -$343K | – | 407 |
|
|
2022
Q4 | $343K | Sell |
5,676
-334
| -6% | -$20.2K | 0.05% | 224 |
|
|
2022
Q3 | $324K | Buy |
6,010
+34
| +0.6% | +$1.83K | 0.05% | 225 |
|
|
2022
Q2 | $342K | Buy |
5,976
+372
| +7% | +$21.3K | 0.05% | 215 |
|
|
2022
Q1 | $357K | Buy |
5,604
+65
| +1% | +$4.14K | 0.05% | 219 |
|
|
2021
Q4 | $365K | Buy |
5,539
+7
| +0.1% | +$461 | 0.05% | 214 |
|
|
2021
Q3 | $326K | Buy |
5,532
+1,861
| +51% | +$110K | 0.05% | 223 |
|
|
2021
Q2 | $219K | Buy |
3,671
+17
| +0.5% | +$1.01K | 0.04% | 268 |
|
|
2021
Q1 | $209K | Buy |
+3,654
| New | +$209K | 0.03% | 274 |
|