Smith, Moore & Co’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 | $4.7M | Sell |
56,153
-21,598
| -28% | -$1.81M | 0.39% | 58 |
|
2025
Q1 | $6.21M | Sell |
77,751
-7,854
| -9% | -$627K | 0.57% | 30 |
|
2024
Q4 | $6.93M | Buy |
85,605
+6,291
| +8% | +$509K | 0.63% | 29 |
|
2024
Q3 | $6.6M | Buy |
79,314
+4,035
| +5% | +$336K | 0.63% | 29 |
|
2024
Q2 | $5.88M | Buy |
75,279
+47,900
| +175% | +$3.74M | 0.61% | 28 |
|
2024
Q1 | $2.09M | Buy |
27,379
+12,032
| +78% | +$917K | 0.22% | 89 |
|
2023
Q4 | $1.08M | Buy |
+15,347
| New | +$1.08M | 0.13% | 150 |
|