Rooted 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
Q2 | – | Sell |
-2,760
| Closed | -$224 | – | 108 |
|
|
2025
Q1 | $224 | Hold |
2,760
| – | – | ﹤0.01% | 91 |
|
|
2024
Q4 | $224K | Sell |
2,760
-117
| -4% | -$9.5K | 0.09% | 86 |
|
|
2024
Q3 | $237K | Sell |
2,877
-176
| -6% | -$14.5K | 0.11% | 86 |
|
|
2024
Q2 | $244K | Sell |
3,053
-959
| -24% | -$76.6K | 0.11% | 78 |
|
|
2024
Q1 | $302K | Sell |
4,012
-288
| -7% | -$21.7K | 0.15% | 64 |
|
|
2023
Q4 | $311K | Sell |
4,300
-1,040
| -19% | -$75.2K | 0.16% | 62 |
|
|
2023
Q3 | $356K | Buy |
5,340
+189
| +4% | +$12.6K | 0.22% | 53 |
|
|
2023
Q2 | $342K | Sell |
5,151
-29,495
| -85% | -$1.96M | 0.23% | 52 |
|
|
2023
Q1 | $2.17M | Buy |
34,646
+1,589
| +5% | +$99.7K | 1.61% | 17 |
|
|
2022
Q4 | $2M | Buy |
+33,057
| New | +$2M | 1.67% | 17 |
|