MONECO Advisors’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 | $904K | Buy |
10,799
+22
| +0.2% | +$1.84K | 0.08% | 205 |
|
|
2025
Q1 | $861K | Sell |
10,777
-3,157
| -23% | -$252K | 0.09% | 197 |
|
|
2024
Q4 | $1.13M | Buy |
13,934
+33
| +0.2% | +$2.67K | 0.12% | 163 |
|
|
2024
Q3 | $1.16M | Buy |
13,901
+21
| +0.2% | +$1.75K | 0.14% | 146 |
|
|
2024
Q2 | $1.08M | Buy |
13,880
+35
| +0.3% | +$2.73K | 0.16% | 141 |
|
|
2024
Q1 | $1.05M | Sell |
13,845
-839
| -6% | -$63.9K | 0.17% | 146 |
|
|
2023
Q4 | $1.03M | Sell |
14,684
-950
| -6% | -$66.8K | 0.2% | 129 |
|
|
2023
Q3 | $993K | Buy |
15,634
+1,349
| +9% | +$85.6K | 0.27% | 97 |
|
|
2023
Q2 | $952K | Buy |
14,285
+2,127
| +17% | +$142K | 0.26% | 101 |
|
|
2023
Q1 | $758K | Buy |
12,158
+70
| +0.6% | +$4.36K | 0.22% | 114 |
|
|
2022
Q4 | $730K | Buy |
12,088
+48
| +0.4% | +$2.9K | 0.26% | 96 |
|
|
2022
Q3 | $649K | Sell |
12,040
-945
| -7% | -$50.9K | 0.26% | 91 |
|
|
2022
Q2 | $744K | Sell |
12,985
-99
| -0.8% | -$5.67K | 0.29% | 84 |
|
|
2022
Q1 | $833K | Buy |
13,084
+207
| +2% | +$13.2K | 0.31% | 77 |
|
|
2021
Q4 | $821K | Buy |
12,877
+113
| +0.9% | +$7.21K | 0.31% | 81 |
|
|
2021
Q3 | $751K | Buy |
12,764
+40
| +0.3% | +$2.35K | 0.3% | 79 |
|
|
2021
Q2 | $759K | Buy |
12,724
+383
| +3% | +$22.8K | 0.35% | 72 |
|
|
2021
Q1 | $706K | Buy |
12,341
+2,111
| +21% | +$121K | 0.34% | 74 |
|
|
2020
Q4 | $557K | Buy |
10,230
+55
| +0.5% | +$3K | 0.31% | 73 |
|
|
2020
Q3 | $504K | Buy |
10,175
+268
| +3% | +$13.3K | 0.32% | 73 |
|
|
2020
Q2 | $451K | Buy |
9,907
+53
| +0.5% | +$2.41K | 0.35% | 67 |
|
|
2020
Q1 | $383K | Sell |
9,854
-6,699
| -40% | -$260K | 0.39% | 64 |
|
|
2019
Q4 | $822K | Buy |
16,553
+536
| +3% | +$26.6K | 0.58% | 41 |
|
|
2019
Q3 | $722K | Buy |
16,017
+653
| +4% | +$29.4K | 0.56% | 40 |
|
|
2019
Q2 | $671K | Sell |
15,364
-5,393
| -26% | -$236K | 0.54% | 43 |
|
|
2019
Q1 | $894K | Buy |
+20,757
| New | +$894K | 0.72% | 34 |
|