Melone Private 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
Q2 | $10.1M | Buy |
121,218
+2,864
| +2% | +$239K | 5.18% | 7 |
|
|
2025
Q1 | $9.45M | Buy |
118,354
+950
| +0.8% | +$75.9K | 4.95% | 7 |
|
|
2024
Q4 | $9.5M | Sell |
117,404
-6,688
| -5% | -$541K | 4.92% | 7 |
|
|
2024
Q3 | $10.3M | Buy |
124,092
+3,046
| +3% | +$253K | 5.48% | 7 |
|
|
2024
Q2 | $9.45M | Buy |
121,046
+1,075
| +0.9% | +$83.9K | 5.6% | 6 |
|
|
2024
Q1 | $9.14M | Buy |
119,971
+809
| +0.7% | +$61.6K | 5.49% | 5 |
|
|
2023
Q4 | $8.37M | Sell |
119,162
-65,832
| -36% | -$4.63M | 5.33% | 5 |
|
|
2023
Q3 | $11.7M | Buy |
184,994
+9,764
| +6% | +$620K | 8.4% | 2 |
|
|
2023
Q2 | $11.7M | Buy |
175,230
+9,727
| +6% | +$648K | 8.24% | 2 |
|
|
2023
Q1 | $10.3M | Buy |
165,503
+44,078
| +36% | +$2.74M | 7.85% | 2 |
|
|
2022
Q4 | $7.33M | Buy |
121,425
+11,793
| +11% | +$712K | 6.21% | 3 |
|
|
2022
Q3 | $6.13M | Buy |
109,632
+5,122
| +5% | +$286K | 5.35% | 4 |
|
|
2022
Q2 | $6.09M | Buy |
104,510
+1,281
| +1% | +$74.7K | 5.16% | 5 |
|
|
2022
Q1 | $6.5M | Sell |
103,229
-2,554
| -2% | -$161K | 5.3% | 4 |
|
|
2021
Q4 | $6.97M | Buy |
+105,783
| New | +$6.97M | 5.24% | 4 |
|