Maripau Wealth 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
Q1 | – | Sell |
-2,531
| Closed | -$205K | – | 137 |
|
|
2024
Q4 | $205K | Buy |
+2,531
| New | +$205K | 0.12% | 134 |
|
|
2024
Q3 | – | Sell |
-2,697
| Closed | -$211K | – | 67 |
|
|
2024
Q2 | $211K | Sell |
2,697
-1,990
| -42% | -$155K | 0.14% | 134 |
|
|
2024
Q1 | $357K | Buy |
4,687
+1,620
| +53% | +$123K | 0.27% | 80 |
|
|
2023
Q4 | $216K | Sell |
3,067
-6,589
| -68% | -$463K | 0.19% | 97 |
|
|
2023
Q3 | $613K | Buy |
9,656
+1,365
| +16% | +$86.7K | 0.56% | 42 |
|
|
2023
Q2 | $553K | Buy |
+8,291
| New | +$553K | 0.49% | 48 |
|