Perennial 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 | $280K | Buy |
+3,343
| New | +$280K | 0.03% | 358 |
|
|
2024
Q4 | – | Sell |
-10,971
| Closed | -$913K | – | 403 |
|
|
2024
Q3 | $913K | Buy |
10,971
+7
| +0.1% | +$582 | 0.12% | 151 |
|
|
2024
Q2 | $856K | Sell |
10,964
-179
| -2% | -$14K | 0.12% | 138 |
|
|
2024
Q1 | $849K | Sell |
11,143
-167
| -1% | -$12.7K | 0.13% | 132 |
|
|
2023
Q4 | $795K | Buy |
11,310
+124
| +1% | +$8.72K | 0.13% | 129 |
|
|
2023
Q3 | $710K | Sell |
11,186
-268
| -2% | -$17K | 0.13% | 135 |
|
|
2023
Q2 | $764K | Sell |
11,454
-132
| -1% | -$8.8K | 0.13% | 131 |
|
|
2023
Q1 | $722K | Buy |
+11,586
| New | +$722K | 0.13% | 134 |
|