Prospera Financial Services’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 | $7.23M | Buy |
86,368
+5,167
| +6% | +$433K | 0.13% | 165 |
|
|
2025
Q1 | $6.49M | Buy |
81,201
+3,221
| +4% | +$257K | 0.15% | 157 |
|
|
2024
Q4 | $6.31M | Sell |
77,980
-902
| -1% | -$73K | 0.15% | 154 |
|
|
2024
Q3 | $6.56M | Buy |
78,882
+16,159
| +26% | +$1.34M | 0.17% | 132 |
|
|
2024
Q2 | $4.9M | Buy |
62,723
+19,698
| +46% | +$1.54M | 0.14% | 165 |
|
|
2024
Q1 | $3.28M | Buy |
43,025
+6,679
| +18% | +$509K | 0.1% | 231 |
|
|
2023
Q4 | $2.55M | Buy |
36,346
+1,085
| +3% | +$76.3K | 0.08% | 268 |
|
|
2023
Q3 | $2.24M | Buy |
35,261
+12,126
| +52% | +$770K | 0.09% | 252 |
|
|
2023
Q2 | $1.54M | Buy |
23,135
+5,892
| +34% | +$393K | 0.06% | 313 |
|
|
2023
Q1 | $1.08M | Buy |
17,243
+246
| +1% | +$15.3K | 0.04% | 402 |
|
|
2022
Q4 | $1.03M | Buy |
16,997
+1,841
| +12% | +$111K | 0.05% | 351 |
|
|
2022
Q3 | $818K | Buy |
15,156
+334
| +2% | +$18K | 0.04% | 407 |
|
|
2022
Q2 | $850K | Buy |
14,822
+696
| +5% | +$39.9K | 0.04% | 403 |
|
|
2022
Q1 | $900K | Buy |
14,126
+26
| +0.2% | +$1.66K | 0.04% | 453 |
|
|
2021
Q4 | $929K | Buy |
14,100
+44
| +0.3% | +$2.9K | 0.04% | 433 |
|
|
2021
Q3 | $828K | Sell |
14,056
-62
| -0.4% | -$3.65K | 0.04% | 409 |
|
|
2021
Q2 | $843K | Buy |
14,118
+40
| +0.3% | +$2.39K | 0.04% | 414 |
|
|
2021
Q1 | $806K | Buy |
14,078
+3,269
| +30% | +$187K | 0.05% | 377 |
|
|
2020
Q4 | $584K | Buy |
10,809
+10,399
| +2,536% | +$562K | 0.04% | 392 |
|
|
2020
Q3 | $20K | Sell |
410
-10,329
| -96% | -$504K | 0.01% | 893 |
|
|
2020
Q2 | $489K | Buy |
10,739
+48
| +0.4% | +$2.19K | 0.04% | 357 |
|
|
2020
Q1 | $416K | Buy |
10,691
+39
| +0.4% | +$1.52K | 0.04% | 338 |
|
|
2019
Q4 | $516K | Buy |
10,652
+759
| +8% | +$36.8K | 0.04% | 381 |
|
|
2019
Q3 | $446K | Buy |
9,893
+42
| +0.4% | +$1.89K | 0.05% | 333 |
|
|
2019
Q2 | $430K | Buy |
9,851
+248
| +3% | +$10.8K | 0.05% | 318 |
|
|
2019
Q1 | $423K | Buy |
9,603
+38
| +0.4% | +$1.67K | 0.14% | 194 |
|
|
2018
Q4 | $367K | Buy |
9,565
+392
| +4% | +$15K | 0.07% | 250 |
|
|
2018
Q3 | $376K | Sell |
9,173
-299
| -3% | -$12.3K | 0.07% | 267 |
|
|
2018
Q2 | $388K | Sell |
9,472
-144
| -1% | -$5.9K | 0.05% | 288 |
|
|
2018
Q1 | $388K | Buy |
9,616
+4,008
| +71% | +$162K | 0.05% | 286 |
|
|
2017
Q4 | $232K | Buy |
+5,608
| New | +$232K | 0.04% | 354 |
|