Northwestern Mutual Wealth 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 | $23.3M | Buy |
278,033
+6,759
| +2% | +$566K | 0.02% | 351 |
|
|
2025
Q1 | $21.7M | Sell |
271,274
-18,128
| -6% | -$1.45M | 0.02% | 338 |
|
|
2024
Q4 | $23.4M | Sell |
289,402
-1,559
| -0.5% | -$126K | 0.02% | 312 |
|
|
2024
Q3 | $24.2M | Sell |
290,961
-10,493
| -3% | -$873K | 0.02% | 290 |
|
|
2024
Q2 | $23.5M | Sell |
301,454
-137,391
| -31% | -$10.7M | 0.02% | 291 |
|
|
2024
Q1 | $33.4M | Buy |
438,845
+11,420
| +3% | +$870K | 0.03% | 254 |
|
|
2023
Q4 | $30M | Sell |
427,425
-15,592
| -4% | -$1.1M | 0.03% | 248 |
|
|
2023
Q3 | $28.1M | Buy |
443,017
+326,431
| +280% | +$20.7M | 0.04% | 236 |
|
|
2023
Q2 | $7.77M | Buy |
116,586
+22,106
| +23% | +$1.47M | 0.01% | 414 |
|
|
2023
Q1 | $5.89M | Buy |
94,480
+2,503
| +3% | +$156K | 0.01% | 451 |
|
|
2022
Q4 | $5.55M | Buy |
91,977
+5,610
| +6% | +$339K | 0.01% | 443 |
|
|
2022
Q3 | $4.66M | Buy |
86,367
+8,427
| +11% | +$454K | 0.01% | 440 |
|
|
2022
Q2 | $4.47M | Buy |
77,940
+54,028
| +226% | +$3.1M | 0.01% | 447 |
|
|
2022
Q1 | $1.52M | Sell |
23,912
-1,837
| -7% | -$117K | ﹤0.01% | 716 |
|
|
2021
Q4 | $1.7M | Buy |
25,749
+2,739
| +12% | +$180K | ﹤0.01% | 654 |
|
|
2021
Q3 | $1.35M | Buy |
23,010
+2,854
| +14% | +$168K | ﹤0.01% | 673 |
|
|
2021
Q2 | $1.2M | Buy |
20,156
+356
| +2% | +$21.2K | ﹤0.01% | 700 |
|
|
2021
Q1 | $1.13M | Sell |
19,800
-661
| -3% | -$37.8K | ﹤0.01% | 663 |
|
|
2020
Q4 | $1.1M | Sell |
20,461
-688
| -3% | -$37.1K | ﹤0.01% | 617 |
|
|
2020
Q3 | $1.05M | Buy |
21,149
+787
| +4% | +$39K | ﹤0.01% | 575 |
|
|
2020
Q2 | $927K | Sell |
20,362
-12,658
| -38% | -$576K | ﹤0.01% | 552 |
|
|
2020
Q1 | $1.29M | Sell |
33,020
-13,691
| -29% | -$533K | 0.01% | 435 |
|
|
2019
Q4 | $2.26M | Buy |
46,711
+7,387
| +19% | +$358K | 0.01% | 376 |
|
|
2019
Q3 | $1.77M | Sell |
39,324
-77
| -0.2% | -$3.47K | 0.01% | 402 |
|
|
2019
Q2 | $1.72M | Buy |
39,401
+33,510
| +569% | +$1.46M | 0.01% | 395 |
|
|
2019
Q1 | $254K | Sell |
5,891
-1,354
| -19% | -$58.4K | ﹤0.01% | 792 |
|
|
2018
Q4 | $278K | Buy |
7,245
+750
| +12% | +$28.8K | ﹤0.01% | 704 |
|
|
2018
Q3 | $288K | Hold |
6,495
| – | – | ﹤0.01% | 710 |
|
|
2018
Q2 | $266K | Hold |
6,495
| – | – | ﹤0.01% | 696 |
|
|
2018
Q1 | $262K | Buy |
6,495
+546
| +9% | +$22K | ﹤0.01% | 677 |
|
|
2017
Q4 | $246K | Sell |
5,949
-1,905
| -24% | -$78.8K | ﹤0.01% | 667 |
|
|
2017
Q3 | $300K | Buy |
7,854
+2,576
| +49% | +$98.4K | ﹤0.01% | 587 |
|
|
2017
Q2 | $194K | Buy |
5,278
+953
| +22% | +$35K | ﹤0.01% | 677 |
|
|
2017
Q1 | $154K | Buy |
4,325
+1,542
| +55% | +$54.9K | ﹤0.01% | 709 |
|
|
2016
Q4 | $93K | Buy |
+2,783
| New | +$93K | ﹤0.01% | 842 |
|
|
2016
Q3 | – | Sell |
-2,158
| Closed | -$68K | – | 489 |
|
|
2016
Q2 | $68K | Buy |
+2,158
| New | +$68K | ﹤0.01% | 835 |
|
|
2016
Q1 | – | Sell |
-1,198
| Closed | -$36K | – | 2143 |
|
|
2015
Q4 | $36K | Buy |
+1,198
| New | +$36K | ﹤0.01% | 856 |
|