Ruggaard & Associates’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 | $1.32M | Buy |
15,772
+556
| +4% | +$46.6K | 0.53% | 25 |
|
|
2025
Q1 | $1.22M | Buy |
15,216
+251
| +2% | +$20K | 0.53% | 27 |
|
|
2024
Q4 | $1.21M | Buy |
14,965
+1,014
| +7% | +$82.1K | 0.53% | 25 |
|
|
2024
Q3 | $1.16M | Buy |
13,951
+1,224
| +10% | +$102K | 0.51% | 24 |
|
|
2024
Q2 | $993K | Buy |
12,727
+449
| +4% | +$35K | 0.46% | 27 |
|
|
2024
Q1 | $935K | Buy |
12,278
+1,136
| +10% | +$86.6K | 0.44% | 27 |
|
|
2023
Q4 | $783K | Buy |
11,142
+761
| +7% | +$53.5K | 0.41% | 28 |
|
|
2023
Q3 | $659K | Buy |
10,381
+274
| +3% | +$17.4K | 0.39% | 35 |
|
|
2023
Q2 | $674K | Buy |
10,107
+1,217
| +14% | +$81.1K | 0.39% | 34 |
|
|
2023
Q1 | $554K | Buy |
+8,890
| New | +$554K | 0.34% | 45 |
|