Principal Securities’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 | $332K | Sell |
3,960
-75
| -2% | -$6.28K | 0.01% | 1028 |
|
|
2025
Q1 | $327K | Hold |
4,035
| – | – | 0.01% | 935 |
|
|
2024
Q4 | $327K | Buy |
4,035
+110
| +3% | +$8.9K | 0.01% | 929 |
|
|
2024
Q3 | $327K | Buy |
3,925
+46
| +1% | +$3.83K | 0.01% | 901 |
|
|
2024
Q2 | $303K | Buy |
3,879
+1,100
| +40% | +$85.9K | 0.01% | 875 |
|
|
2024
Q1 | $212K | Hold |
2,779
| – | – | 0.01% | 988 |
|
|
2023
Q4 | $195K | Buy |
+2,779
| New | +$195K | 0.01% | 943 |
|