Oxinas Partners 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 | $11.6M | Buy |
139,069
+171
| +0.1% | +$14.3K | 5.98% | 1 |
|
|
2025
Q1 | $11.1M | Buy |
138,898
+14,035
| +11% | +$1.12M | 6.55% | 1 |
|
|
2024
Q4 | $10.1M | Buy |
124,863
+6,870
| +6% | +$556K | 5.92% | 1 |
|
|
2024
Q3 | $9.82M | Buy |
117,993
+12,886
| +12% | +$1.07M | 6.02% | 1 |
|
|
2024
Q2 | $8.2M | Sell |
105,107
-4,026
| -4% | -$314K | 5.46% | 2 |
|
|
2024
Q1 | $8.31M | Buy |
109,133
+613
| +0.6% | +$46.7K | 5.4% | 1 |
|
|
2023
Q4 | $7.63M | Buy |
108,520
+601
| +0.6% | +$42.2K | 5.41% | 1 |
|
|
2023
Q3 | $6.85M | Buy |
107,919
+2,172
| +2% | +$138K | 5.09% | 1 |
|
|
2023
Q2 | $7.05M | Buy |
105,747
+2,425
| +2% | +$162K | 4.62% | 4 |
|
|
2023
Q1 | $6.44M | Buy |
103,322
+271
| +0.3% | +$16.9K | 4.65% | 3 |
|
|
2022
Q4 | $6.22M | Buy |
103,051
+6,926
| +7% | +$418K | 5.25% | 2 |
|
|
2022
Q3 | $5.18M | Sell |
96,125
-4,019
| -4% | -$217K | 4.28% | 3 |
|
|
2022
Q2 | $5.74M | Buy |
100,144
+2,893
| +3% | +$166K | 4.36% | 4 |
|
|
2022
Q1 | $6.19M | Buy |
97,251
+29,878
| +44% | +$1.9M | 3.88% | 4 |
|
|
2021
Q4 | $4.44M | Buy |
67,373
+60,684
| +907% | +$4M | 2.53% | 7 |
|
|
2021
Q3 | $394K | Sell |
6,689
-244
| -4% | -$14.4K | 0.23% | 94 |
|
|
2021
Q2 | $414K | Sell |
6,933
-200
| -3% | -$11.9K | 0.24% | 99 |
|
|
2021
Q1 | $408K | Sell |
7,133
-65,206
| -90% | -$3.73M | 0.26% | 94 |
|
|
2020
Q4 | $3.9M | Buy |
+72,339
| New | +$3.9M | 2.9% | 9 |
|