Parkside Financial Bank & Trust’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 | $1.51M | Sell |
17,985
-612
| -3% | -$51.2K | 0.16% | 106 |
|
2025
Q1 | $1.49M | Hold |
18,597
| – | – | 0.19% | 94 |
|
2024
Q4 | $1.51M | Buy |
+18,597
| New | +$1.51M | 0.2% | 88 |
|
2023
Q3 | – | Sell |
-2,664
| Closed | -$178K | – | 2060 |
|
2023
Q2 | $178K | Buy |
2,664
+2,603
| +4,267% | +$174K | 0.04% | 283 |
|
2023
Q1 | $3.8K | Buy |
+61
| New | +$3.8K | ﹤0.01% | 1470 |
|