MML Investors Services’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 | $25.7M | Buy |
306,942
+8,891
| +3% | +$745K | 0.07% | 261 |
|
2025
Q1 | $23.8M | Buy |
298,051
+35,191
| +13% | +$2.81M | 0.08% | 252 |
|
2024
Q4 | $21.3M | Buy |
262,860
+27,279
| +12% | +$2.21M | 0.07% | 263 |
|
2024
Q3 | $19.6M | Sell |
235,581
-3,753
| -2% | -$312K | 0.07% | 270 |
|
2024
Q2 | $18.7M | Buy |
239,334
+20,051
| +9% | +$1.56M | 0.08% | 259 |
|
2024
Q1 | $16.7M | Buy |
219,283
+21,833
| +11% | +$1.66M | 0.07% | 289 |
|
2023
Q4 | $13.9M | Buy |
197,450
+23,558
| +14% | +$1.66M | 0.06% | 296 |
|
2023
Q3 | $11M | Buy |
173,892
+7,412
| +4% | +$471K | 0.06% | 309 |
|
2023
Q2 | $11.1M | Buy |
166,480
+21,147
| +15% | +$1.41M | 0.06% | 305 |
|
2023
Q1 | $9.06M | Sell |
145,333
-13,937
| -9% | -$869K | 0.06% | 307 |
|
2022
Q4 | $9.61M | Buy |
159,270
+35,417
| +29% | +$2.14M | 0.06% | 311 |
|
2022
Q3 | $6.68M | Buy |
123,853
+589
| +0.5% | +$31.8K | 0.05% | 355 |
|
2022
Q2 | $7.06M | Buy |
123,264
+36,086
| +41% | +$2.07M | 0.05% | 320 |
|
2022
Q1 | $5.55M | Buy |
87,178
+15,115
| +21% | +$962K | 0.04% | 416 |
|
2021
Q4 | $4.75M | Buy |
72,063
+21,964
| +44% | +$1.45M | 0.03% | 458 |
|
2021
Q3 | $2.95M | Buy |
50,099
+16,305
| +48% | +$959K | 0.02% | 582 |
|
2021
Q2 | $2.02M | Sell |
33,794
-144
| -0.4% | -$8.59K | 0.02% | 707 |
|
2021
Q1 | $1.94M | Sell |
33,938
-1,761
| -5% | -$101K | 0.02% | 667 |
|
2020
Q4 | $1.93M | Sell |
35,699
-291
| -0.8% | -$15.7K | 0.02% | 606 |
|
2020
Q3 | $1.78M | Buy |
35,990
+6,292
| +21% | +$312K | 0.02% | 558 |
|
2020
Q2 | $1.35M | Buy |
29,698
+7,152
| +32% | +$325K | 0.02% | 623 |
|
2020
Q1 | $877K | Buy |
22,546
+1,589
| +8% | +$61.8K | 0.02% | 658 |
|
2019
Q4 | $1.02M | Buy |
20,957
+2,601
| +14% | +$126K | 0.01% | 717 |
|
2019
Q3 | $828K | Sell |
18,356
-5,868
| -24% | -$265K | 0.01% | 739 |
|
2019
Q2 | $1.06M | Sell |
24,224
-503
| -2% | -$21.9K | 0.02% | 698 |
|
2019
Q1 | $1.07M | Buy |
24,727
+6,437
| +35% | +$277K | 0.02% | 677 |
|
2018
Q4 | $701K | Buy |
18,290
+4,372
| +31% | +$168K | 0.01% | 748 |
|
2018
Q3 | $617K | Buy |
13,918
+3,323
| +31% | +$147K | 0.01% | 894 |
|
2018
Q2 | $434K | Buy |
10,595
+3,237
| +44% | +$133K | 0.01% | 911 |
|
2018
Q1 | $297K | Buy |
+7,358
| New | +$297K | 0.01% | 1082 |
|