Sensible Money’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 |
-3,337
| Closed | -$266K | – | 89 |
|
|
2025
Q1 | $266K | Hold |
3,337
| – | – | 0.11% | 66 |
|
|
2024
Q4 | $270K | Hold |
3,337
| – | – | 0.12% | 64 |
|
|
2024
Q3 | $278K | Hold |
3,337
| – | – | 0.12% | 64 |
|
|
2024
Q2 | $260K | Hold |
3,337
| – | – | 0.13% | 64 |
|
|
2024
Q1 | $254K | Hold |
3,337
| – | – | 0.14% | 64 |
|
|
2023
Q4 | $235K | Hold |
3,337
| – | – | 0.14% | 63 |
|
|
2023
Q3 | $212K | Hold |
3,337
| – | – | 0.15% | 64 |
|
|
2023
Q2 | $222K | Hold |
3,337
| – | – | 0.16% | 64 |
|
|
2023
Q1 | $208K | Hold |
3,337
| – | – | 0.18% | 67 |
|
|
2022
Q4 | $201K | Buy |
+3,337
| New | +$201K | 0.22% | 71 |
|