Sound Income Strategies’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 | $12K | Hold |
143
| – | – | ﹤0.01% | 896 |
|
|
2025
Q1 | $11.4K | Hold |
143
| – | – | ﹤0.01% | 873 |
|
|
2024
Q4 | $11.6K | Hold |
143
| – | – | ﹤0.01% | 804 |
|
|
2024
Q3 | $11.9K | Sell |
143
-328
| -70% | -$27.3K | ﹤0.01% | 753 |
|
|
2024
Q2 | $36.8K | Sell |
471
-61
| -11% | -$4.76K | ﹤0.01% | 499 |
|
|
2024
Q1 | $40.5K | Buy |
532
+204
| +62% | +$15.5K | ﹤0.01% | 451 |
|
|
2023
Q4 | $23.1K | Hold |
328
| – | – | ﹤0.01% | 572 |
|
|
2023
Q3 | $20.8K | Hold |
328
| – | – | ﹤0.01% | 437 |
|
|
2023
Q2 | $21.9K | Hold |
328
| – | – | ﹤0.01% | 415 |
|
|
2023
Q1 | $20.4K | Hold |
328
| – | – | ﹤0.01% | 419 |
|
|
2022
Q4 | $19.8K | Hold |
328
| – | – | ﹤0.01% | 393 |
|
|
2022
Q3 | $18K | Hold |
328
| – | – | ﹤0.01% | 375 |
|
|
2022
Q2 | $19K | Hold |
328
| – | – | ﹤0.01% | 355 |
|
|
2022
Q1 | $21K | Hold |
328
| – | – | ﹤0.01% | 345 |
|
|
2021
Q4 | $22K | Hold |
328
| – | – | ﹤0.01% | 346 |
|
|
2021
Q3 | $19K | Hold |
328
| – | – | ﹤0.01% | 350 |
|
|
2021
Q2 | $20K | Hold |
328
| – | – | ﹤0.01% | 342 |
|
|
2021
Q1 | $18.8K | Buy |
328
+28
| +9% | +$1.6K | ﹤0.01% | 362 |
|
|
2020
Q4 | $16K | Buy |
+300
| New | +$16K | ﹤0.01% | 362 |
|