Retirement Guys Formula’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 | $1.64M | Sell |
19,580
-814
| -4% | -$68.2K | 0.62% | 56 |
|
|
2025
Q1 | $1.63M | Sell |
20,394
-3,165
| -13% | -$253K | 0.81% | 39 |
|
|
2024
Q4 | $1.91M | Sell |
23,559
-3,254
| -12% | -$263K | 0.96% | 26 |
|
|
2024
Q3 | $2.23M | Buy |
26,813
+775
| +3% | +$64.5K | 1.04% | 22 |
|
|
2024
Q2 | $2.03M | Sell |
26,038
-2,586
| -9% | -$202K | 0.97% | 26 |
|
|
2024
Q1 | $2.18M | Sell |
28,624
-14,914
| -34% | -$1.14M | 1.06% | 22 |
|
|
2023
Q4 | $3.06M | Buy |
43,538
+10,227
| +31% | +$719K | 1.64% | 12 |
|
|
2023
Q3 | $2.11M | Sell |
33,311
-2,303
| -6% | -$146K | 1.47% | 17 |
|
|
2023
Q2 | $2.37M | Buy |
35,614
+2,593
| +8% | +$173K | 1.38% | 18 |
|
|
2023
Q1 | $2.06M | Buy |
33,021
+345
| +1% | +$21.5K | 1.47% | 20 |
|
|
2022
Q4 | $1.97M | Buy |
+32,676
| New | +$1.97M | 1.62% | 17 |
|