Mutual 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 | $622K | Buy |
7,215
+1,362
| +23% | +$117K | 0.02% | 684 |
|
|
2025
Q1 | $451K | Sell |
5,853
-3,504
| -37% | -$270K | 0.01% | 761 |
|
|
2024
Q4 | $767K | Buy |
9,357
+1,386
| +17% | +$114K | 0.02% | 563 |
|
|
2024
Q3 | $665K | Sell |
7,971
-825
| -9% | -$68.8K | 0.02% | 611 |
|
|
2024
Q2 | $694K | Sell |
8,796
-211
| -2% | -$16.7K | 0.02% | 602 |
|
|
2024
Q1 | $686K | Buy |
9,007
+47
| +0.5% | +$3.58K | 0.02% | 596 |
|
|
2023
Q4 | $630K | Buy |
8,960
+736
| +9% | +$51.7K | 0.02% | 590 |
|
|
2023
Q3 | $522K | Buy |
8,224
+192
| +2% | +$12.2K | 0.02% | 610 |
|
|
2023
Q2 | $535K | Sell |
8,032
-890
| -10% | -$59.3K | 0.02% | 618 |
|
|
2023
Q1 | $556K | Sell |
8,922
-21
| -0.2% | -$1.31K | 0.02% | 586 |
|
|
2022
Q4 | $540K | Buy |
8,943
+138
| +2% | +$8.33K | 0.02% | 564 |
|
|
2022
Q3 | $475K | Buy |
+8,805
| New | +$475K | 0.02% | 572 |
|
|
2022
Q1 | – | Sell |
-8,420
| Closed | -$555K | – | 879 |
|
|
2021
Q4 | $555K | Buy |
8,420
+664
| +9% | +$43.8K | 0.03% | 547 |
|
|
2021
Q3 | $456K | Sell |
7,756
-38
| -0.5% | -$2.23K | 0.03% | 569 |
|
|
2021
Q2 | $465K | Buy |
7,794
+389
| +5% | +$23.2K | 0.03% | 548 |
|
|
2021
Q1 | $423K | Buy |
7,405
+1,302
| +21% | +$74.4K | 0.03% | 534 |
|
|
2020
Q4 | $329K | Sell |
6,103
-124
| -2% | -$6.69K | 0.02% | 578 |
|
|
2020
Q3 | $309K | Sell |
6,227
-29
| -0.5% | -$1.44K | 0.03% | 532 |
|
|
2020
Q2 | $285K | Buy |
+6,256
| New | +$285K | 0.03% | 518 |
|