Rappaport Reiches Capital Management’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
Q1 | $271K | Hold |
3,391
| – | – | 0.07% | 98 |
|
2024
Q4 | $274K | Hold |
3,391
| – | – | 0.07% | 84 |
|
2024
Q3 | $282K | Hold |
3,391
| – | – | 0.08% | 86 |
|
2024
Q2 | $265K | Hold |
3,391
| – | – | 0.08% | 78 |
|
2024
Q1 | $258K | Hold |
3,391
| – | – | 0.08% | 87 |
|
2023
Q4 | $238K | Hold |
3,391
| – | – | 0.09% | 73 |
|
2023
Q3 | $215K | Hold |
3,391
| – | – | 0.09% | 69 |
|
2023
Q2 | $226K | Hold |
3,391
| – | – | 0.09% | 72 |
|
2023
Q1 | $211K | Hold |
3,391
| – | – | 0.09% | 76 |
|
2022
Q4 | $205K | Buy |
+3,391
| New | +$205K | 0.1% | 76 |
|