Mission 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 | $353K | Buy |
+4,210
| New | +$353K | 0.01% | 529 |
|
|
2025
Q1 | – | Sell |
-8,741
| Closed | -$707K | – | 637 |
|
|
2024
Q4 | $707K | Buy |
8,741
+6,313
| +260% | +$511K | 0.02% | 336 |
|
|
2024
Q3 | $202K | Buy |
+2,428
| New | +$202K | ﹤0.01% | 610 |
|
|
2024
Q2 | – | Sell |
-10,930
| Closed | -$833K | – | 626 |
|
|
2024
Q1 | $833K | Buy |
+10,930
| New | +$833K | 0.02% | 312 |
|