Northwest Capital Management’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 | $38.7K | Sell |
462
-2,178
| -83% | -$182K | 0.02% | 182 |
|
|
2025
Q1 | $211K | Sell |
2,640
-1,033
| -28% | -$82.5K | 0.09% | 113 |
|
|
2024
Q4 | $297K | Buy |
3,673
+39
| +1% | +$3.16K | 0.13% | 81 |
|
|
2024
Q3 | $302K | Buy |
3,634
+1,327
| +58% | +$110K | 0.11% | 83 |
|
|
2024
Q2 | $180K | Sell |
2,307
-410
| -15% | -$32K | 0.07% | 114 |
|
|
2024
Q1 | $207K | Buy |
2,717
+95
| +4% | +$7.24K | 0.07% | 120 |
|
|
2023
Q4 | $184K | Sell |
2,622
-19
| -0.7% | -$1.34K | 0.06% | 125 |
|
|
2023
Q3 | $168K | Buy |
2,641
+504
| +24% | +$32K | 0.06% | 120 |
|
|
2023
Q2 | $142K | Buy |
+2,137
| New | +$142K | 0.06% | 137 |
|