Smart Money Group’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
Q1 | – | Sell |
-30,449
| Closed | -$2.46M | – | 81 |
|
|
2024
Q4 | $2.46M | Sell |
30,449
-134
| -0.4% | -$10.8K | 0.85% | 33 |
|
|
2024
Q3 | $2.51M | Buy |
30,583
+612
| +2% | +$50.2K | 0.89% | 31 |
|
|
2024
Q2 | $2.39M | Sell |
29,971
-198,696
| -87% | -$15.8M | 0.85% | 29 |
|
|
2024
Q1 | $16.7M | Buy |
+228,667
| New | +$16.7M | 6.49% | 3 |
|
|
2020
Q4 | – | Sell |
-82,244
| Closed | -$4.08M | – | 59 |
|
|
2020
Q3 | $4.08M | Buy |
82,244
+40,451
| +97% | +$2.01M | 1.76% | 18 |
|
|
2020
Q2 | $1.9M | Buy |
41,793
+3,722
| +10% | +$169K | 1.12% | 28 |
|
|
2020
Q1 | $1.48M | Buy |
+38,071
| New | +$1.48M | 1.04% | 29 |
|