MFG
Merit Financial Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.23M | Buy |
86,284
+24,610
| +40% | +$2.06M | 0.08% | 193 |
|
|
2025
Q1 | $4.93M | Sell |
61,674
-71,706
| -54% | -$5.73M | 0.07% | 227 |
|
|
2024
Q4 | $10.8M | Buy |
133,380
+38,687
| +41% | +$3.13M | 0.19% | 98 |
|
|
2024
Q3 | $7.88M | Sell |
94,693
-19,152
| -17% | -$1.59M | 0.18% | 103 |
|
|
2024
Q2 | $8.89M | Buy |
113,845
+2,308
| +2% | +$180K | 0.2% | 85 |
|
|
2024
Q1 | $8.26M | Buy |
111,537
+2,301
| +2% | +$171K | 0.2% | 88 |
|
|
2023
Q4 | $7.68M | Buy |
109,236
+1,462
| +1% | +$103K | 0.23% | 64 |
|
|
2023
Q3 | $6.84M | Buy |
107,774
+5,249
| +5% | +$333K | 0.22% | 70 |
|
|
2023
Q2 | $6.83M | Sell |
102,525
-24,333
| -19% | -$1.62M | 0.22% | 73 |
|
|
2023
Q1 | $7.91M | Sell |
126,858
-212
| -0.2% | -$13.2K | 0.29% | 57 |
|
|
2022
Q4 | $7.67M | Buy |
127,070
+9,499
| +8% | +$573K | 0.28% | 57 |
|
|
2022
Q3 | $6.34M | Buy |
117,571
+9,247
| +9% | +$498K | 0.28% | 48 |
|
|
2022
Q2 | $6.21M | Sell |
108,324
-14,111
| -12% | -$809K | 0.19% | 71 |
|
|
2022
Q1 | $7.8M | Buy |
122,435
+4,095
| +3% | +$261K | 0.47% | 32 |
|
|
2021
Q4 | $7.79M | Buy |
118,340
+52,915
| +81% | +$3.49M | 0.76% | 14 |
|
|
2021
Q3 | $3.85M | Buy |
65,425
+9,230
| +16% | +$543K | 0.4% | 28 |
|
|
2021
Q2 | $3.35M | Buy |
56,195
+16,024
| +40% | +$956K | 0.32% | 32 |
|
|
2021
Q1 | $2.3M | Buy |
40,171
+5,639
| +16% | +$322K | 0.24% | 47 |
|
|
2020
Q4 | $1.86M | Buy |
34,532
+8,373
| +32% | +$452K | 0.18% | 52 |
|
|
2020
Q3 | $1.3M | Sell |
26,159
-1,976
| -7% | -$98K | 0.12% | 68 |
|
|
2020
Q2 | $1.28M | Sell |
28,135
-493
| -2% | -$22.4K | 0.13% | 69 |
|
|
2020
Q1 | $1.11M | Buy |
28,628
+4,347
| +18% | +$169K | 0.12% | 69 |
|
|
2019
Q4 | $1.18M | Buy |
24,281
+4,309
| +22% | +$209K | 0.1% | 80 |
|
|
2019
Q3 | $901K | Buy |
+19,972
| New | +$901K | 0.1% | 53 |
|