Perigon Wealth 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 | $3.71M | Sell |
44,270
-3,075
| -6% | -$258K | 0.09% | 231 |
|
|
2025
Q1 | $3.78M | Buy |
47,345
+5,217
| +12% | +$417K | 0.1% | 208 |
|
|
2024
Q4 | $3.45M | Sell |
42,128
-4,627
| -10% | -$379K | 0.08% | 216 |
|
|
2024
Q3 | $3.89M | Buy |
+46,755
| New | +$3.89M | 0.1% | 183 |
|
|
2018
Q4 | – | Sell |
-5,431
| Closed | -$241K | – | 236 |
|
|
2018
Q3 | $241K | Buy |
+5,431
| New | +$241K | 0.06% | 207 |
|