Nations 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 | $2.59M | Buy |
30,902
+1,898
| +7% | +$159K | 0.18% | 143 |
|
|
2025
Q1 | $2.32M | Buy |
29,004
+38
| +0.1% | +$3.04K | 0.18% | 151 |
|
|
2024
Q4 | $2.34M | Sell |
28,966
-1,723
| -6% | -$139K | 0.17% | 148 |
|
|
2024
Q3 | $2.55M | Buy |
30,689
+1,644
| +6% | +$137K | 0.19% | 131 |
|
|
2024
Q2 | $2.27M | Buy |
29,045
+4,394
| +18% | +$343K | 0.19% | 131 |
|
|
2024
Q1 | $1.88M | Buy |
24,651
+1,577
| +7% | +$120K | 0.16% | 155 |
|
|
2023
Q4 | $1.62M | Buy |
23,074
+1,259
| +6% | +$88.5K | 0.15% | 157 |
|
|
2023
Q3 | $1.39M | Buy |
21,815
+6,675
| +44% | +$424K | 0.14% | 174 |
|
|
2023
Q2 | $1.01M | Buy |
15,140
+5,726
| +61% | +$382K | 0.1% | 233 |
|
|
2023
Q1 | $587K | Buy |
9,414
+5,826
| +162% | +$363K | 0.06% | 332 |
|
|
2022
Q4 | $217K | Sell |
3,588
-930
| -21% | -$56.1K | 0.02% | 546 |
|
|
2022
Q3 | $244K | Buy |
+4,518
| New | +$244K | 0.04% | 443 |
|
|
2022
Q2 | – | Sell |
-3,301
| Closed | -$210K | – | 537 |
|
|
2022
Q1 | $210K | Sell |
3,301
-169
| -5% | -$10.8K | 0.03% | 489 |
|
|
2021
Q4 | $229K | Buy |
+3,470
| New | +$229K | 0.03% | 442 |
|