OneDigital Investment Advisors’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 | $43.3M | Sell |
517,188
-1,415
| -0.3% | -$118K | 0.48% | 41 |
|
|
2025
Q1 | $41.4M | Buy |
518,603
+15,328
| +3% | +$1.22M | 0.49% | 42 |
|
|
2024
Q4 | $40.7M | Buy |
503,275
+4,755
| +1% | +$385K | 0.47% | 44 |
|
|
2024
Q3 | $41.5M | Buy |
498,520
+1,532
| +0.3% | +$127K | 0.47% | 44 |
|
|
2024
Q2 | $38.8M | Sell |
496,988
-117
| -0% | -$9.13K | 0.48% | 44 |
|
|
2024
Q1 | $37.9M | Buy |
497,105
+20,173
| +4% | +$1.54M | 0.6% | 37 |
|
|
2023
Q4 | $33.5M | Sell |
476,932
-10,368
| -2% | -$729K | 0.59% | 39 |
|
|
2023
Q3 | $30.9M | Sell |
487,300
-1,199
| -0.2% | -$76.1K | 0.67% | 37 |
|
|
2023
Q2 | $32.6M | Sell |
488,499
-2,809
| -0.6% | -$187K | 0.72% | 33 |
|
|
2023
Q1 | $30.6M | Buy |
+491,308
| New | +$30.6M | 0.72% | 31 |
|
|
2021
Q1 | – | Sell |
-5,945
| Closed | -$321K | – | 672 |
|
|
2020
Q4 | $321K | Sell |
5,945
-639
| -10% | -$34.5K | 0.02% | 468 |
|
|
2020
Q3 | $326K | Sell |
6,584
-989
| -13% | -$49K | 0.02% | 400 |
|
|
2020
Q2 | $344K | Sell |
7,573
-942
| -11% | -$42.8K | 0.02% | 403 |
|
|
2020
Q1 | $331K | Sell |
8,515
-1,706
| -17% | -$66.3K | 0.03% | 343 |
|
|
2019
Q4 | $495K | Buy |
10,221
+3,197
| +46% | +$155K | 0.04% | 297 |
|
|
2019
Q3 | $317K | Buy |
+7,024
| New | +$317K | 0.03% | 368 |
|