NewSquare Capital’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 | $1.26M | Buy |
15,097
+1,027
| +7% | +$86K | 0.09% | 120 |
|
|
2025
Q1 | $1.12M | Buy |
14,070
+132
| +0.9% | +$10.5K | 0.09% | 121 |
|
|
2024
Q4 | $1.13M | Buy |
13,938
+267
| +2% | +$21.6K | 0.09% | 118 |
|
|
2024
Q3 | $1.14M | Sell |
13,671
-169
| -1% | -$14.1K | 0.09% | 118 |
|
|
2024
Q2 | $1.08M | Buy |
13,840
+190
| +1% | +$14.8K | 0.09% | 116 |
|
|
2024
Q1 | $1.04M | Buy |
13,650
+3,120
| +30% | +$238K | 0.09% | 116 |
|
|
2023
Q4 | $740K | Sell |
10,530
-2,620
| -20% | -$184K | 0.07% | 128 |
|
|
2023
Q3 | $835K | Buy |
13,150
+50
| +0.4% | +$3.18K | 0.09% | 121 |
|
|
2023
Q2 | $873K | Buy |
13,100
+40
| +0.3% | +$2.67K | 0.09% | 119 |
|
|
2023
Q1 | $814K | Buy |
13,060
+595
| +5% | +$37.1K | 0.1% | 121 |
|
|
2022
Q4 | $752K | Buy |
12,465
+320
| +3% | +$19.3K | 0.09% | 121 |
|
|
2022
Q3 | $655K | Sell |
12,145
-12,255
| -50% | -$661K | 0.08% | 128 |
|
|
2022
Q2 | $1.4M | Buy |
24,400
+510
| +2% | +$29.2K | 0.18% | 109 |
|
|
2022
Q1 | $1.52M | Buy |
23,890
+7,135
| +43% | +$454K | 0.16% | 115 |
|
|
2021
Q4 | $1.1M | Buy |
16,755
+5,195
| +45% | +$342K | 0.12% | 120 |
|
|
2021
Q3 | $680K | Buy |
11,560
+960
| +9% | +$56.5K | 0.08% | 129 |
|
|
2021
Q2 | $633K | Buy |
10,600
+1,105
| +12% | +$66K | 0.08% | 134 |
|
|
2021
Q1 | $543K | Buy |
9,495
+1,580
| +20% | +$90.4K | 0.07% | 129 |
|
|
2020
Q4 | $427K | Buy |
7,915
+4,635
| +141% | +$250K | 0.06% | 134 |
|
|
2020
Q3 | $163K | Buy |
3,280
+1,245
| +61% | +$61.9K | 0.03% | 132 |
|
|
2020
Q2 | $93K | Buy |
+2,035
| New | +$93K | 0.02% | 150 |
|