Regent Peak Wealth 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
Q1 | $381K | Hold |
4,777
| – | – | 0.09% | 97 |
|
|
2024
Q4 | $387K | Buy |
4,777
+262
| +6% | +$21.2K | 0.09% | 100 |
|
|
2024
Q3 | $376K | Sell |
4,515
-15
| -0.3% | -$1.25K | 0.09% | 101 |
|
|
2024
Q2 | $354K | Buy |
4,530
+4
| +0.1% | +$312 | 0.08% | 111 |
|
|
2024
Q1 | $345K | Buy |
4,526
+15
| +0.3% | +$1.14K | 0.09% | 108 |
|
|
2023
Q4 | $317K | Buy |
4,511
+58
| +1% | +$4.08K | 0.09% | 107 |
|
|
2023
Q3 | $283K | Sell |
4,453
-1,750
| -28% | -$111K | 0.09% | 114 |
|
|
2023
Q2 | $413K | Sell |
6,203
-755
| -11% | -$50.3K | 0.12% | 87 |
|
|
2023
Q1 | $434K | Buy |
6,958
+195
| +3% | +$12.2K | 0.13% | 83 |
|
|
2022
Q4 | $408K | Buy |
6,763
+223
| +3% | +$13.5K | 0.13% | 91 |
|
|
2022
Q3 | $352K | Sell |
6,540
-1,967
| -23% | -$106K | 0.12% | 102 |
|
|
2022
Q2 | $487K | Buy |
+8,507
| New | +$487K | 0.16% | 87 |
|