Palo Alto Wealth 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 | $19.2M | Buy |
229,642
+3,937
| +2% | +$330K | 7.27% | 4 |
|
|
2025
Q1 | $18.1M | Buy |
225,705
+10,839
| +5% | +$872K | 7.08% | 4 |
|
|
2024
Q4 | $17.4M | Buy |
214,866
+8,995
| +4% | +$728K | 6.1% | 4 |
|
|
2024
Q3 | $17.3M | Buy |
205,871
+341
| +0.2% | +$28.7K | 7.17% | 4 |
|
|
2024
Q2 | $16M | Buy |
205,530
+1,643
| +0.8% | +$128K | 11.09% | 2 |
|
|
2024
Q1 | $15.5M | Sell |
203,887
-4,792
| -2% | -$365K | 10.95% | 2 |
|
|
2023
Q4 | $14.7M | Sell |
208,679
-1,883
| -0.9% | -$132K | 11.09% | 2 |
|
|
2023
Q3 | $13.4M | Buy |
210,562
+4,128
| +2% | +$262K | 11.16% | 2 |
|
|
2023
Q2 | $13.8M | Buy |
206,434
+7,717
| +4% | +$514K | 10.98% | 2 |
|
|
2023
Q1 | $12.4M | Buy |
198,717
+4,867
| +3% | +$303K | 9.92% | 2 |
|
|
2022
Q4 | $11.7M | Buy |
+193,850
| New | +$11.7M | 9.97% | 2 |
|