Southland Equity Partners’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 | $2.49M | Buy |
29,781
+410
| +1% | +$34.3K | 0.55% | 41 |
|
|
2025
Q1 | $2.35M | Sell |
29,371
-305
| -1% | -$24.4K | 0.55% | 38 |
|
|
2024
Q4 | $2.4M | Buy |
29,676
+2,995
| +11% | +$242K | 0.56% | 39 |
|
|
2024
Q3 | $2.22M | Buy |
26,681
+4,809
| +22% | +$400K | 0.54% | 42 |
|
|
2024
Q2 | $1.71M | Buy |
21,872
+1,156
| +6% | +$90.2K | 0.49% | 42 |
|
|
2024
Q1 | $1.58M | Buy |
20,716
+2,315
| +13% | +$176K | 0.44% | 40 |
|
|
2023
Q4 | $1.29M | Buy |
18,401
+5,228
| +40% | +$367K | 0.4% | 43 |
|
|
2023
Q3 | $836K | Buy |
13,173
+2,402
| +22% | +$153K | 0.29% | 58 |
|
|
2023
Q2 | $718K | Buy |
10,771
+929
| +9% | +$61.9K | 0.24% | 62 |
|
|
2023
Q1 | $614K | Buy |
9,842
+1,512
| +18% | +$94.3K | 0.24% | 69 |
|
|
2022
Q4 | $503K | Buy |
+8,330
| New | +$503K | 0.19% | 78 |
|