Provence Wealth Management Group’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
2023
Q4
$3.81M Sell
54,247
-612
-1% -$43K 2.05% 9
2023
Q3
$3.48M Buy
54,859
+2,995
+6% +$190K 2.14% 10
2023
Q2
$3.46M Buy
51,864
+8,097
+19% +$540K 2.03% 9
2023
Q1
$2.73M Buy
+43,767
New +$2.73M 1.82% 12