Money Concepts Capital’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 | $3.49M | Buy |
41,653
+5,024
| +14% | +$421K | 0.23% | 91 |
|
|
2025
Q1 | $2.93M | Sell |
36,629
-1,159
| -3% | -$92.6K | 0.22% | 103 |
|
|
2024
Q4 | $3.06M | Buy |
37,788
+26,992
| +250% | +$2.18M | 0.23% | 100 |
|
|
2024
Q3 | $898K | Sell |
10,796
-30,029
| -74% | -$2.5M | 0.07% | 224 |
|
|
2024
Q2 | $3.19M | Sell |
40,825
-1,507
| -4% | -$118K | 0.27% | 89 |
|
|
2024
Q1 | $3.23M | Sell |
42,332
-34,818
| -45% | -$2.65M | 0.3% | 87 |
|
|
2023
Q4 | $5.42M | Buy |
77,150
+5,378
| +7% | +$378K | 0.5% | 58 |
|
|
2023
Q3 | $4.56M | Sell |
71,772
-3,978
| -5% | -$253K | 0.48% | 69 |
|
|
2023
Q2 | $5.05M | Buy |
75,750
+65,344
| +628% | +$4.36M | 0.51% | 60 |
|
|
2023
Q1 | $679K | Sell |
10,406
-1,537
| -13% | -$100K | 0.04% | 263 |
|
|
2022
Q4 | $721K | Buy |
11,943
+7,455
| +166% | +$450K | 0.03% | 352 |
|
|
2022
Q3 | $242K | Buy |
4,488
+844
| +23% | +$45.5K | 0.01% | 392 |
|
|
2022
Q2 | $211K | Sell |
3,644
-8,025
| -69% | -$465K | 0.02% | 402 |
|
|
2022
Q1 | $743K | Buy |
11,669
+7,875
| +208% | +$501K | 0.04% | 345 |
|
|
2021
Q4 | $250K | Buy |
+3,794
| New | +$250K | 0.02% | 446 |
|
|
2021
Q1 | $6.97M | Buy |
121,866
+118,152
| +3,181% | +$6.76M | 0.56% | 42 |
|
|
2020
Q4 | $200K | Buy |
+3,714
| New | +$200K | 0.02% | 416 |
|