PSI Advisors’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 | – | Sell |
-155
| Closed | -$12.4K | – | 234 |
|
|
2025
Q1 | $12.4K | Hold |
155
| – | – | ﹤0.01% | 426 |
|
|
2024
Q4 | $12.5K | Hold |
155
| – | – | ﹤0.01% | 489 |
|
|
2024
Q3 | $12.9K | Sell |
155
-139
| -47% | -$11.6K | ﹤0.01% | 496 |
|
|
2024
Q2 | $22.9K | Hold |
294
| – | – | 0.01% | 379 |
|
|
2024
Q1 | $22.4K | Buy |
294
+139
| +90% | +$10.6K | 0.01% | 378 |
|
|
2023
Q4 | $10.9K | Hold |
155
| – | – | ﹤0.01% | 502 |
|
|
2023
Q3 | $9.84K | Hold |
155
| – | – | ﹤0.01% | 497 |
|
|
2023
Q2 | $10.3K | Hold |
155
| – | – | ﹤0.01% | 486 |
|
|
2023
Q1 | $9.66K | Sell |
155
-65
| -30% | -$4.05K | ﹤0.01% | 437 |
|
|
2022
Q4 | $13.3K | Buy |
220
+1
| +0.5% | +$60 | 0.01% | 382 |
|
|
2022
Q3 | $12K | Hold |
219
| – | – | 0.01% | 392 |
|
|
2022
Q2 | $13K | Hold |
219
| – | – | 0.01% | 412 |
|
|
2022
Q1 | $14K | Sell |
219
-9
| -4% | -$575 | 0.01% | 418 |
|
|
2021
Q4 | $15K | Sell |
228
-1,056
| -82% | -$69.5K | 0.01% | 442 |
|
|
2021
Q3 | $76K | Buy |
+1,284
| New | +$76K | 0.03% | 230 |
|