Pacifica Partners’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 | – | Sell |
-95
| Closed | -$7.34K | – | 530 |
|
|
2025
Q1 | $7.34K | Hold |
95
| – | – | ﹤0.01% | 355 |
|
|
2024
Q4 | $7.67K | Sell |
95
-9
| -9% | -$726 | ﹤0.01% | 347 |
|
|
2024
Q3 | $8.65K | Hold |
104
| – | – | ﹤0.01% | 368 |
|
|
2024
Q2 | $8.17K | Hold |
104
| – | – | ﹤0.01% | 376 |
|
|
2024
Q1 | $7.86K | Sell |
104
-26
| -20% | -$1.96K | ﹤0.01% | 384 |
|
|
2023
Q4 | $8.79K | Hold |
130
| – | – | ﹤0.01% | 383 |
|
|
2023
Q3 | $8.17K | Hold |
130
| – | – | ﹤0.01% | 371 |
|
|
2023
Q2 | $8.63K | Hold |
130
| – | – | ﹤0.01% | 318 |
|
|
2023
Q1 | $8.07K | Hold |
130
| – | – | ﹤0.01% | 342 |
|
|
2022
Q4 | $7.88K | Hold |
130
| – | – | 0.01% | 310 |
|
|
2022
Q3 | $7K | Hold |
130
| – | – | 0.01% | 328 |
|
|
2022
Q2 | $8K | Hold |
130
| – | – | 0.01% | 328 |
|
|
2022
Q1 | $8K | Hold |
130
| – | – | 0.01% | 326 |
|
|
2021
Q4 | $9K | Sell |
130
-12
| -8% | -$831 | 0.01% | 313 |
|
|
2021
Q3 | $9K | Hold |
142
| – | – | 0.01% | 304 |
|
|
2021
Q2 | $8K | Hold |
142
| – | – | 0.01% | 306 |
|
|
2021
Q1 | $8K | Hold |
142
| – | – | 0.01% | 283 |
|
|
2020
Q4 | $8K | Hold |
142
| – | – | 0.01% | 270 |
|
|
2020
Q3 | $7K | Hold |
142
| – | – | 0.01% | 249 |
|
|
2020
Q2 | $6K | Hold |
142
| – | – | 0.01% | 279 |
|
|
2020
Q1 | $6K | Buy |
+142
| New | +$6K | 0.01% | 274 |
|