NewEdge Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $49.3M | Buy |
561,239
+34,683
| +7% | +$3.15M | 0.18% | 119 |
|
|
2025
Q4 | $47.1M | Sell |
526,556
-69,487
| -12% | -$6.19M | 0.17% | 117 |
|
|
2025
Q3 | $53M | Sell |
596,043
-2,811
| -0.5% | -$244K | 0.24% | 81 |
|
|
2025
Q2 | $50.1M | Buy |
598,854
+12,552
| +2% | +$996K | 0.26% | 76 |
|
|
2025
Q1 | $46.8M | Buy |
586,302
+59,477
| +11% | +$4.87M | 0.28% | 74 |
|
|
2024
Q4 | $42.6M | Buy |
526,825
+17,139
| +3% | +$1.43M | 0.26% | 77 |
|
|
2024
Q3 | $42.4M | Buy |
509,686
+127,014
| +33% | +$10.2M | 0.28% | 80 |
|
|
2024
Q2 | $29.9M | Buy |
382,672
+49,648
| +15% | +$3.75M | 0.22% | 101 |
|
|
2024
Q1 | $25.4M | Buy |
333,024
+292,516
| +722% | +$21.3M | 0.22% | 100 |
|
|
2023
Q4 | $2.86M | Buy |
40,508
+10,294
| +34% | +$680K | 0.03% | 535 |
|
|
2023
Q3 | $1.92M | Buy |
30,214
+8,520
| +39% | +$566K | 0.02% | 609 |
|
|
2023
Q2 | $1.45M | Buy |
21,694
+19,605
| +938% | +$1.25M | 0.02% | 708 |
|
|
2023
Q1 | $130K | Sell |
2,089
-3,772
| -64% | -$232K | ﹤0.01% | 1665 |
|
|
2022
Q4 | $228K | Buy |
+5,861
| New | +$350K | 0.01% | 1130 |
|
|
2022
Q3 | – | Sell |
-5,747
| Closed | -$329K | – | 1560 |
|
|
2022
Q2 | $329K | Buy |
+5,747
| New | +$348K | 0.01% | 1170 |
|
|
2022
Q1 | – | Sell |
-6,246
| Closed | -$412K | – | 1263 |
|
|
2021
Q4 | $412K | Buy |
+6,246
| New | +$392K | 0.01% | 1167 |
|
|
2021
Q1 | – | Sell |
-4,147
| Closed | -$224K | – | 1049 |
|
|
2020
Q4 | $224K | Sell |
4,147
-57
| -1% | -$2.95K | 0.01% | 860 |
|
|
2020
Q3 | $208K | Buy |
+4,204
| New | +$204K | 0.01% | 816 |
|
|
2017
Q3 | – | Sell |
-660
| Closed | -$24.3K | – | 538 |
|
|
2017
Q2 | $24.3K | Buy |
+660
| New | +$23.9K | ﹤0.01% | 680 |
|
Other funds holding DGRW
HC
