Panoramic 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 | $1.77M | Buy |
21,117
+176
| +0.8% | +$14.7K | 1.09% | 33 |
|
|
2025
Q1 | $1.67M | Buy |
20,941
+347
| +2% | +$27.7K | 1.13% | 29 |
|
|
2024
Q4 | $1.67M | Buy |
20,594
+1,821
| +10% | +$147K | 1.09% | 30 |
|
|
2024
Q3 | $1.56M | Buy |
+18,773
| New | +$1.56M | 1.08% | 30 |
|
|
2024
Q1 | $1.37M | Buy |
17,946
+2,959
| +20% | +$225K | 1.01% | 32 |
|
|
2023
Q4 | $1.05M | Buy |
14,987
+5,000
| +50% | +$351K | 0.91% | 34 |
|
|
2023
Q3 | $634K | Buy |
+9,987
| New | +$634K | 0.58% | 46 |
|