Simon Quick 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 | $650K | Hold |
7,762
| – | – | 0.03% | 354 |
|
|
2025
Q1 | $620K | Sell |
7,762
-100
| -1% | -$7.99K | 0.04% | 256 |
|
|
2024
Q4 | $636K | Hold |
7,862
| – | – | 0.04% | 211 |
|
|
2024
Q3 | $654K | Hold |
7,862
| – | – | 0.04% | 204 |
|
|
2024
Q2 | $614K | Hold |
7,862
| – | – | 0.04% | 186 |
|
|
2024
Q1 | $599K | Sell |
7,862
-400
| -5% | -$30.5K | 0.04% | 179 |
|
|
2023
Q4 | $581K | Hold |
8,262
| – | – | 0.05% | 157 |
|
|
2023
Q3 | $525K | Buy |
+8,262
| New | +$525K | 0.05% | 159 |
|
|
2022
Q2 | – | Sell |
-1,750
| Closed | -$111K | – | 235 |
|
|
2022
Q1 | $111K | Hold |
1,750
| – | – | 0.03% | 139 |
|
|
2021
Q4 | $115K | Hold |
1,750
| – | – | 0.03% | 147 |
|
|
2021
Q3 | $102K | Hold |
1,750
| – | – | 0.03% | 169 |
|
|
2021
Q2 | $104K | Hold |
1,750
| – | – | 0.03% | 146 |
|
|
2021
Q1 | $100K | Buy |
+1,750
| New | +$100K | 0.03% | 148 |
|