Personal CFO Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-55,092
| Closed | -$4.58M | – | 491 |
|
|
2024
Q3 | $4.58M | Buy |
55,092
+11,746
| +27% | +$977K | 0.64% | 29 |
|
|
2024
Q2 | $3.38M | Buy |
43,346
+13,061
| +43% | +$1.02M | 0.52% | 38 |
|
|
2024
Q1 | $2.31M | Buy |
30,285
+5,500
| +22% | +$419K | 0.36% | 52 |
|
|
2023
Q4 | $1.74M | Buy |
24,785
+2,072
| +9% | +$146K | 0.3% | 60 |
|
|
2023
Q3 | $1.44M | Buy |
22,713
+5,497
| +32% | +$349K | 0.29% | 71 |
|
|
2023
Q2 | $1.15M | Buy |
+17,216
| New | +$1.15M | 0.23% | 85 |
|