Parsons Capital Management’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 | $900K | Sell |
10,749
-741
| -6% | -$62K | 0.06% | 257 |
|
|
2025
Q1 | $918K | Buy |
11,490
+630
| +6% | +$50.3K | 0.05% | 260 |
|
|
2024
Q4 | $879K | Buy |
10,860
+158
| +1% | +$12.8K | 0.05% | 257 |
|
|
2024
Q3 | $891K | Buy |
10,702
+803
| +8% | +$66.8K | 0.06% | 248 |
|
|
2024
Q2 | $773K | Buy |
9,899
+681
| +7% | +$53.2K | 0.05% | 263 |
|
|
2024
Q1 | $702K | Buy |
9,218
+901
| +11% | +$68.6K | 0.05% | 278 |
|
|
2023
Q4 | $585K | Buy |
8,317
+901
| +12% | +$63.3K | 0.04% | 289 |
|
|
2023
Q3 | $471K | Buy |
7,416
+1,134
| +18% | +$72K | 0.04% | 300 |
|
|
2023
Q2 | $419K | Buy |
6,282
+1
| +0% | +$67 | 0.03% | 319 |
|
|
2023
Q1 | $392K | Buy |
6,281
+851
| +16% | +$53.1K | 0.03% | 328 |
|
|
2022
Q4 | $328K | Buy |
5,430
+1,139
| +27% | +$68.8K | 0.03% | 342 |
|
|
2022
Q3 | $231K | Buy |
4,291
+1
| +0% | +$54 | 0.02% | 380 |
|
|
2022
Q2 | $246K | Sell |
4,290
-174
| -4% | -$9.98K | 0.02% | 374 |
|
|
2022
Q1 | $284K | Hold |
4,464
| – | – | 0.02% | 377 |
|
|
2021
Q4 | $294K | Sell |
4,464
-240
| -5% | -$15.8K | 0.02% | 382 |
|
|
2021
Q3 | $277K | Buy |
4,704
+1,235
| +36% | +$72.7K | 0.02% | 381 |
|
|
2021
Q2 | $207K | Buy |
+3,469
| New | +$207K | 0.02% | 405 |
|