Pallas Capital 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 | $1.46M | Sell |
17,461
-992
| -5% | -$83.1K | 0.06% | 249 |
|
|
2025
Q1 | $1.47M | Sell |
18,453
-288
| -2% | -$23K | 0.06% | 226 |
|
|
2024
Q4 | $1.52M | Buy |
18,741
+1,087
| +6% | +$88K | 0.06% | 174 |
|
|
2024
Q3 | $1.47M | Sell |
17,654
-11,763
| -40% | -$981K | 0.06% | 171 |
|
|
2024
Q2 | $2.35M | Sell |
29,417
-674
| -2% | -$53.8K | 0.11% | 139 |
|
|
2024
Q1 | $2.29M | Sell |
30,091
-367
| -1% | -$28K | 0.1% | 148 |
|
|
2023
Q4 | $2.14M | Buy |
30,458
+12,993
| +74% | +$913K | 0.11% | 136 |
|
|
2023
Q3 | $1.09M | Buy |
+17,465
| New | +$1.09M | 0.07% | 171 |
|