Silverlake Wealth Management’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 | $1.19M | Buy |
14,196
+27
| +0.2% | +$2.26K | 0.35% | 86 |
|
|
2025
Q1 | $1.13M | Buy |
14,169
+145
| +1% | +$11.6K | 0.43% | 66 |
|
|
2024
Q4 | $1.13M | Buy |
14,024
+74
| +0.5% | +$5.99K | 0.43% | 65 |
|
|
2024
Q3 | $1.16M | Buy |
13,950
+867
| +7% | +$72.1K | 0.44% | 63 |
|
|
2024
Q2 | $1.02M | Buy |
13,083
+1,048
| +9% | +$81.8K | 0.42% | 63 |
|
|
2024
Q1 | $917K | Sell |
12,035
-739
| -6% | -$56.3K | 0.47% | 55 |
|
|
2023
Q4 | $898K | Buy |
12,774
+3
| +0% | +$211 | 0.49% | 51 |
|
|
2023
Q3 | $811K | Buy |
12,771
+4
| +0% | +$254 | 0.46% | 58 |
|
|
2023
Q2 | $851K | Sell |
12,767
-205
| -2% | -$13.7K | 0.47% | 53 |
|
|
2023
Q1 | $809K | Sell |
12,972
-333
| -3% | -$20.8K | 0.49% | 53 |
|
|
2022
Q4 | $803K | Sell |
13,305
-126
| -0.9% | -$7.61K | 0.5% | 52 |
|
|
2022
Q3 | $724K | Sell |
13,431
-140
| -1% | -$7.55K | 0.49% | 57 |
|
|
2022
Q2 | $778K | Sell |
13,571
-54
| -0.4% | -$3.1K | 0.51% | 54 |
|
|
2022
Q1 | $868K | Sell |
13,625
-8,904
| -40% | -$567K | 0.5% | 57 |
|
|
2021
Q4 | $1.48M | Buy |
+22,529
| New | +$1.48M | 0.8% | 29 |
|