Robertson Stephens Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
15,800
+136
| +0.9% | +$11.4K | 0.04% | 231 |
|
|
2025
Q1 | $1.25M | Sell |
15,664
-765
| -5% | -$61.1K | 0.04% | 234 |
|
|
2024
Q4 | $1.33M | Sell |
16,429
-581
| -3% | -$47K | 0.05% | 232 |
|
|
2024
Q3 | $1.42M | Buy |
17,010
+1,271
| +8% | +$106K | 0.05% | 240 |
|
|
2024
Q2 | $1.23M | Sell |
15,739
-23
| -0.1% | -$1.8K | 0.06% | 197 |
|
|
2024
Q1 | $1.2M | Buy |
+15,762
| New | +$1.2M | 0.06% | 211 |
|