Retirement 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $37.7K | Buy |
495
+26
| +6% | +$1.98K | 0.01% | 269 |
|
|
2023
Q4 | $32.9K | Buy |
469
+3
| +0.6% | +$211 | 0.01% | 269 |
|
|
2023
Q3 | $29.6K | Buy |
466
+2
| +0.4% | +$127 | 0.01% | 272 |
|
|
2023
Q2 | $30.9K | Buy |
464
+27
| +6% | +$1.8K | 0.01% | 261 |
|
|
2023
Q1 | $27K | Buy |
437
+2
| +0.5% | +$124 | 0.01% | 262 |
|
|
2022
Q4 | $26K | Buy |
435
+2
| +0.5% | +$120 | 0.01% | 237 |
|
|
2022
Q3 | $23K | Buy |
433
+23
| +6% | +$1.22K | 0.02% | 167 |
|
|
2022
Q2 | $24K | Buy |
410
+2
| +0.5% | +$117 | 0.01% | 288 |
|
|
2022
Q1 | $26K | Buy |
408
+2
| +0.5% | +$127 | 0.01% | 295 |
|
|
2021
Q4 | $27K | Buy |
406
+32
| +9% | +$2.13K | 0.01% | 286 |
|
|
2021
Q3 | $22K | Buy |
374
+2
| +0.5% | +$118 | 0.01% | 296 |
|
|
2021
Q2 | $22K | Buy |
372
+2
| +0.5% | +$118 | 0.01% | 313 |
|
|
2021
Q1 | $21K | Buy |
370
+2
| +0.5% | +$114 | 0.01% | 379 |
|
|
2020
Q4 | $19K | Sell |
368
-19,062
| -98% | -$984K | 0.01% | 362 |
|
|
2020
Q3 | $963K | Buy |
19,430
+2,035
| +12% | +$101K | 0.54% | 44 |
|
|
2020
Q2 | $791K | Buy |
+17,395
| New | +$791K | 0.49% | 43 |
|
|
2019
Q4 | $656K | Buy |
+13,541
| New | +$656K | 0.43% | 48 |
|