Meridian 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
Q2 | $601K | Sell |
7,173
-362
| -5% | -$30.3K | 0.03% | 405 |
|
|
2025
Q1 | $602K | Sell |
7,535
-4,762
| -39% | -$380K | 0.03% | 378 |
|
|
2024
Q4 | $995K | Buy |
12,297
+589
| +5% | +$47.7K | 0.05% | 293 |
|
|
2024
Q3 | $974K | Buy |
11,708
+253
| +2% | +$21.1K | 0.05% | 286 |
|
|
2024
Q2 | $894K | Buy |
+11,455
| New | +$894K | 0.11% | 124 |
|
|
2024
Q1 | – | Sell |
-9,508
| Closed | -$668K | – | 267 |
|
|
2023
Q4 | $668K | Buy |
9,508
+405
| +4% | +$28.5K | 0.04% | 330 |
|
|
2023
Q3 | $578K | Buy |
9,103
+621
| +7% | +$39.4K | 0.04% | 336 |
|
|
2023
Q2 | $565K | Buy |
8,482
+1,363
| +19% | +$90.9K | 0.05% | 302 |
|
|
2023
Q1 | $444K | Buy |
+7,119
| New | +$444K | 0.04% | 338 |
|
|
2019
Q3 | – | Sell |
-705
| Closed | -$308 | – | 265 |
|
|
2019
Q2 | $308 | Buy |
+705
| New | +$308 | 0.01% | 456 |
|