Meridian Financial’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 | $3.37M | Buy |
40,251
+2,775
| +7% | +$232K | 2.18% | 12 |
|
|
2025
Q1 | $2.99M | Buy |
37,476
+986
| +3% | +$78.7K | 2.1% | 12 |
|
|
2024
Q4 | $2.95M | Buy |
36,490
+1,549
| +4% | +$125K | 2.04% | 13 |
|
|
2024
Q3 | $2.91M | Buy |
34,941
+910
| +3% | +$75.7K | 1.94% | 13 |
|
|
2024
Q2 | $2.66M | Buy |
34,031
+1,275
| +4% | +$99.5K | 1.92% | 13 |
|
|
2024
Q1 | $2.5M | Buy |
32,756
+892
| +3% | +$68K | 1.86% | 13 |
|
|
2023
Q4 | $2.24M | Buy |
31,864
+1,213
| +4% | +$85.3K | 1.76% | 14 |
|
|
2023
Q3 | $1.95M | Buy |
30,651
+2,239
| +8% | +$142K | 1.81% | 14 |
|
|
2023
Q2 | $1.89M | Buy |
28,412
+2,105
| +8% | +$140K | 1.71% | 15 |
|
|
2023
Q1 | $1.64M | Buy |
26,307
+3,454
| +15% | +$215K | 1.59% | 16 |
|
|
2022
Q4 | $1.38M | Buy |
22,853
+108
| +0.5% | +$6.52K | 1.45% | 18 |
|
|
2022
Q3 | $1.23M | Buy |
22,745
+1,846
| +9% | +$99.5K | 1.43% | 19 |
|
|
2022
Q2 | $1.2M | Buy |
20,899
+2,356
| +13% | +$135K | 1.35% | 18 |
|
|
2022
Q1 | $1.18M | Buy |
18,543
+1,603
| +9% | +$102K | 1.22% | 22 |
|
|
2021
Q4 | $1.12M | Buy |
+16,940
| New | +$1.12M | 1.04% | 26 |
|