Mosaic Financial Group’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 | $1.36M | Buy |
16,263
+42
| +0.3% | +$3.52K | 1.04% | 23 |
|
|
2025
Q1 | $1.3M | Sell |
16,221
-961
| -6% | -$76.7K | 1.05% | 22 |
|
|
2024
Q4 | $1.39M | Buy |
17,182
+4,296
| +33% | +$348K | 1% | 25 |
|
|
2024
Q3 | $1.07M | Buy |
12,886
+1,947
| +18% | +$162K | 0.76% | 34 |
|
|
2024
Q2 | $854K | Buy |
10,939
+6,456
| +144% | +$504K | 0.61% | 43 |
|
|
2024
Q1 | $342K | Buy |
+4,483
| New | +$342K | 0.27% | 73 |
|