Narwhal Capital Management’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 | $1.82M | Hold |
21,779
| – | – | 0.15% | 87 |
|
|
2025
Q1 | $1.74M | Hold |
21,779
| – | – | 0.16% | 88 |
|
|
2024
Q4 | $1.76M | Sell |
21,779
-5,500
| -20% | -$445K | 0.16% | 88 |
|
|
2024
Q3 | $2.27M | Sell |
27,279
-1
| -0% | -$83 | 0.2% | 78 |
|
|
2024
Q2 | $2.13M | Hold |
27,280
| – | – | 0.2% | 79 |
|
|
2024
Q1 | $2.08M | Hold |
27,280
| – | – | 0.2% | 82 |
|
|
2023
Q4 | $1.92M | Hold |
27,280
| – | – | 0.21% | 81 |
|
|
2023
Q3 | $1.73M | Buy |
27,280
+1,750
| +7% | +$111K | 0.21% | 82 |
|
|
2023
Q2 | $1.7M | Buy |
+25,530
| New | +$1.7M | 0.2% | 83 |
|