Nikulski Financial’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 | $3.93M | Sell |
46,932
-173
| -0.4% | -$14.5K | 1.08% | 27 |
|
|
2025
Q1 | $3.76M | Buy |
47,105
+1,821
| +4% | +$145K | 1.14% | 27 |
|
|
2024
Q4 | $3.66M | Buy |
45,284
+4,369
| +11% | +$354K | 1.08% | 27 |
|
|
2024
Q3 | $3.4M | Buy |
40,915
+1,278
| +3% | +$106K | 1.02% | 31 |
|
|
2024
Q2 | $3.09M | Buy |
39,637
+5,831
| +17% | +$455K | 0.98% | 30 |
|
|
2024
Q1 | $2.58M | Buy |
33,806
+15,441
| +84% | +$1.18M | 0.85% | 38 |
|
|
2023
Q4 | $1.29M | Buy |
18,365
+9,340
| +103% | +$656K | 0.47% | 51 |
|
|
2023
Q3 | $573K | Buy |
9,025
+5,300
| +142% | +$336K | 0.24% | 82 |
|
|
2023
Q2 | $248K | Buy |
+3,725
| New | +$248K | 0.1% | 115 |
|