Redwood Financial Network’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 | $1.06M | Sell |
12,638
-307
| -2% | -$25.7K | 0.72% | 42 |
|
|
2025
Q1 | $1.03M | Sell |
12,945
-461
| -3% | -$36.8K | 0.79% | 38 |
|
|
2024
Q4 | $1.08M | Sell |
13,406
-479
| -3% | -$38.8K | 0.81% | 38 |
|
|
2024
Q3 | $1.16M | Buy |
13,885
+37
| +0.3% | +$3.08K | 0.9% | 32 |
|
|
2024
Q2 | $1.08M | Sell |
13,848
-135
| -1% | -$10.5K | 0.91% | 33 |
|
|
2024
Q1 | $1.07M | Buy |
13,983
+195
| +1% | +$14.9K | 0.93% | 32 |
|
|
2023
Q4 | $969K | Sell |
13,788
-99
| -0.7% | -$6.96K | 0.94% | 33 |
|
|
2023
Q3 | $882K | Buy |
13,887
+1,751
| +14% | +$111K | 0.93% | 34 |
|
|
2023
Q2 | $809K | Buy |
12,136
+1,876
| +18% | +$125K | 0.76% | 44 |
|
|
2023
Q1 | $640K | Buy |
10,260
+4,001
| +64% | +$249K | 0.65% | 49 |
|
|
2022
Q4 | $378K | Buy |
+6,259
| New | +$378K | 0.43% | 78 |
|