SNS Financial 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
Q2 | $58.5M | Buy |
698,845
+11,839
| +2% | +$991K | 5.57% | 5 |
|
|
2025
Q1 | $54.9M | Buy |
687,006
+25,895
| +4% | +$2.07M | 5.59% | 4 |
|
|
2024
Q4 | $53.5M | Buy |
661,111
+20,750
| +3% | +$1.68M | 5.49% | 4 |
|
|
2024
Q3 | $53.3M | Buy |
640,361
+37,285
| +6% | +$3.1M | 5.35% | 4 |
|
|
2024
Q2 | $47.1M | Buy |
603,076
+5,475
| +0.9% | +$427K | 5.06% | 5 |
|
|
2024
Q1 | $45.5M | Buy |
597,601
+12,165
| +2% | +$927K | 4.99% | 5 |
|
|
2023
Q4 | $41.1M | Buy |
585,436
+1,050
| +0.2% | +$73.8K | 4.87% | 4 |
|
|
2023
Q3 | $37.1M | Buy |
584,386
+69,181
| +13% | +$4.39M | 4.89% | 4 |
|
|
2023
Q2 | $34.3M | Buy |
+515,205
| New | +$34.3M | 4.48% | 4 |
|