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