Meridian Financial Partners’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 | $3.31M | Sell |
39,475
-197
| -0.5% | -$16.5K | 1.55% | 13 |
|
|
2025
Q1 | $3.17M | Sell |
39,672
-295
| -0.7% | -$23.6K | 1.61% | 13 |
|
|
2024
Q4 | $3.24M | Buy |
39,967
+321
| +0.8% | +$26K | 1.71% | 10 |
|
|
2024
Q3 | $3.3M | Sell |
39,646
-778
| -2% | -$64.7K | 1.67% | 12 |
|
|
2024
Q2 | $3.23M | Buy |
40,424
+2,110
| +6% | +$168K | 1.92% | 10 |
|
|
2024
Q1 | $2.79M | Sell |
38,314
-540
| -1% | -$39.4K | 3.59% | 5 |
|
|
2023
Q4 | $2.74M | Buy |
38,854
+221
| +0.6% | +$15.6K | 2.81% | 9 |
|
|
2023
Q3 | $2.45M | Sell |
38,633
-757
| -2% | -$48K | 2.51% | 9 |
|
|
2023
Q2 | $2.68M | Sell |
39,390
-9,096
| -19% | -$620K | 1.61% | 15 |
|
|
2023
Q1 | $3.06M | Sell |
48,486
-268
| -0.5% | -$16.9K | 3.48% | 8 |
|
|
2022
Q4 | $2.94M | Buy |
48,754
+420
| +0.9% | +$25.3K | 3.3% | 9 |
|
|
2022
Q3 | $2.66M | Buy |
48,334
+218
| +0.5% | +$12K | 3.77% | 8 |
|
|
2022
Q2 | $2.88M | Buy |
48,116
+2,345
| +5% | +$140K | 1.95% | 13 |
|
|
2022
Q1 | $2.91M | Sell |
45,771
-525
| -1% | -$33.4K | 4.35% | 6 |
|
|
2021
Q4 | $2.95M | Buy |
46,296
+880
| +2% | +$56.2K | 2% | 13 |
|
|
2021
Q3 | $2.7M | Buy |
45,416
+555
| +1% | +$33K | 1.81% | 12 |
|
|
2021
Q2 | $2.71M | Buy |
44,861
+4,521
| +11% | +$273K | 1.85% | 12 |
|
|
2021
Q1 | $2.38M | Buy |
40,340
+439
| +1% | +$25.9K | 1.79% | 11 |
|
|
2020
Q4 | $2.19M | Sell |
39,901
-2,253
| -5% | -$123K | 1.69% | 13 |
|
|
2020
Q3 | $2.1M | Buy |
42,154
+7,782
| +23% | +$387K | 1.77% | 13 |
|
|
2020
Q2 | $1.61M | Buy |
34,372
+2,802
| +9% | +$131K | 1.46% | 14 |
|
|
2020
Q1 | $1.35M | Buy |
+31,570
| New | +$1.35M | 1.46% | 12 |
|