NewEdge Wealth’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 | $38.5M | Sell |
449,840
-15,969
| -3% | -$1.37M | 0.6% | 39 |
|
|
2025
Q1 | $37.2M | Sell |
465,809
-49,503
| -10% | -$3.95M | 0.67% | 34 |
|
|
2024
Q4 | $41.7M | Buy |
515,312
+10,449
| +2% | +$846K | 0.72% | 30 |
|
|
2024
Q3 | $42M | Buy |
504,863
+5,898
| +1% | +$491K | 0.76% | 32 |
|
|
2024
Q2 | $38.9M | Sell |
498,965
-6,321
| -1% | -$493K | 0.84% | 24 |
|
|
2024
Q1 | $37M | Buy |
505,286
+26,229
| +5% | +$1.92M | 0.83% | 26 |
|
|
2023
Q4 | $33.7M | Sell |
479,057
-1,674
| -0.3% | -$118K | 0.86% | 24 |
|
|
2023
Q3 | $30.5M | Buy |
480,731
+63,941
| +15% | +$4.06M | 0.97% | 19 |
|
|
2023
Q2 | $27.8M | Buy |
416,790
+63,635
| +18% | +$4.24M | 0.93% | 19 |
|
|
2023
Q1 | $22M | Buy |
353,155
+8,016
| +2% | +$500K | 0.84% | 24 |
|
|
2022
Q4 | $20.8M | Buy |
345,139
+43,596
| +14% | +$2.63M | 0.9% | 25 |
|
|
2022
Q3 | $16.3M | Buy |
+301,543
| New | +$16.3M | 0.77% | 28 |
|