Patriot Financial Group Insurance Agency’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 | $1.83M | Buy |
21,874
+2,898
| +15% | +$243K | 0.21% | 124 |
|
|
2025
Q1 | $1.52M | Buy |
18,976
+4,766
| +34% | +$381K | 0.2% | 124 |
|
|
2024
Q4 | $1.15M | Buy |
14,210
+896
| +7% | +$72.5K | 0.15% | 160 |
|
|
2024
Q3 | $1.11M | Buy |
13,314
+2,012
| +18% | +$167K | 0.15% | 165 |
|
|
2024
Q2 | $882K | Sell |
11,302
-207
| -2% | -$16.2K | 0.13% | 180 |
|
|
2024
Q1 | $877K | Buy |
11,509
+12
| +0.1% | +$914 | 0.14% | 165 |
|
|
2023
Q4 | $808K | Buy |
11,497
+1,686
| +17% | +$118K | 0.15% | 157 |
|
|
2023
Q3 | $623K | Sell |
9,811
-384
| -4% | -$24.4K | 0.13% | 190 |
|
|
2023
Q2 | $680K | Buy |
10,195
+617
| +6% | +$41.1K | 0.13% | 186 |
|
|
2023
Q1 | $597K | Buy |
9,578
+1,116
| +13% | +$69.6K | 0.12% | 194 |
|
|
2022
Q4 | $511K | Buy |
8,462
+1,586
| +23% | +$95.7K | 0.07% | 205 |
|
|
2022
Q3 | $371K | Sell |
6,876
-48
| -0.7% | -$2.59K | 0.09% | 246 |
|
|
2022
Q2 | $397K | Buy |
6,924
+963
| +16% | +$55.2K | 0.08% | 244 |
|
|
2022
Q1 | $380K | Buy |
5,961
+502
| +9% | +$32K | 0.07% | 284 |
|
|
2021
Q4 | $360K | Buy |
5,459
+152
| +3% | +$10K | 0.06% | 304 |
|
|
2021
Q3 | $312K | Buy |
5,307
+1,069
| +25% | +$62.8K | 0.06% | 329 |
|
|
2021
Q2 | $253K | Sell |
4,238
-1,364
| -24% | -$81.4K | 0.05% | 373 |
|
|
2021
Q1 | $320K | Sell |
5,602
-5,132
| -48% | -$293K | 0.07% | 280 |
|
|
2020
Q4 | $580K | Sell |
10,734
-1,164
| -10% | -$62.9K | 0.15% | 152 |
|
|
2020
Q3 | $590K | Buy |
11,898
+856
| +8% | +$42.4K | 0.19% | 113 |
|
|
2020
Q2 | $502K | Buy |
11,042
+524
| +5% | +$23.8K | 0.19% | 119 |
|
|
2020
Q1 | $409K | Buy |
10,518
+9,488
| +921% | +$369K | 0.19% | 112 |
|
|
2019
Q4 | $50K | Buy |
1,030
+586
| +132% | +$28.4K | 0.02% | 476 |
|
|
2019
Q3 | $20K | Buy |
+444
| New | +$20K | 0.01% | 647 |
|
|
2018
Q4 | – | Sell |
-635
| Closed | -$28K | – | 1051 |
|
|
2018
Q3 | $28K | Hold |
635
| – | – | 0.02% | 410 |
|
|
2018
Q2 | $26K | Sell |
635
-3,993
| -86% | -$163K | 0.03% | 251 |
|
|
2018
Q1 | $182K | Buy |
4,628
+1,374
| +42% | +$54K | 0.13% | 145 |
|
|
2017
Q4 | $137K | Buy |
3,254
+1,209
| +59% | +$50.9K | 0.1% | 166 |
|
|
2017
Q3 | $79K | Buy |
2,045
+700
| +52% | +$27K | 0.07% | 201 |
|
|
2017
Q2 | $50K | Sell |
1,345
-1,137
| -46% | -$42.3K | 0.05% | 241 |
|
|
2017
Q1 | $88K | Hold |
2,482
| – | – | 0.09% | 160 |
|
|
2016
Q4 | $84K | Buy |
+2,482
| New | +$84K | 0.11% | 155 |
|