May Barnhard Investments’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 | $543K | Buy |
6,481
+26
| +0.4% | +$2.18K | 0.25% | 60 |
|
|
2025
Q1 | $516K | Buy |
6,455
+25
| +0.4% | +$2K | 0.26% | 62 |
|
|
2024
Q4 | $520K | Buy |
6,430
+25
| +0.4% | +$2.02K | 0.25% | 57 |
|
|
2024
Q3 | $533K | Sell |
6,405
-1,549
| -19% | -$129K | 0.26% | 58 |
|
|
2024
Q2 | $621K | Sell |
7,954
-2,183
| -22% | -$170K | 0.32% | 51 |
|
|
2024
Q1 | $772K | Buy |
10,137
+205
| +2% | +$15.6K | 0.39% | 45 |
|
|
2023
Q4 | $698K | Buy |
+9,932
| New | +$698K | 0.36% | 45 |
|