National Wealth Management 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
Q1 | $538K | Buy |
6,742
+408
| +6% | +$32.6K | 0.35% | 67 |
|
|
2024
Q4 | $513K | Buy |
+6,334
| New | +$513K | 0.34% | 68 |
|
|
2023
Q1 | – | Sell |
-3,643
| Closed | -$220K | – | 139 |
|
|
2022
Q4 | $220K | Sell |
3,643
-957
| -21% | -$57.8K | 0.26% | 120 |
|
|
2022
Q3 | $248K | Sell |
4,600
-560
| -11% | -$30.2K | 0.32% | 103 |
|
|
2022
Q2 | $296K | Buy |
+5,160
| New | +$296K | 0.37% | 74 |
|
|
2022
Q1 | – | Sell |
-7,265
| Closed | -$478K | – | 115 |
|
|
2021
Q4 | $478K | Buy |
+7,265
| New | +$478K | 0.45% | 66 |
|