Spire Wealth Management’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 | $18.9K | Sell |
226
-1,263
| -85% | -$106K | ﹤0.01% | 1533 |
|
|
2025
Q1 | $119K | Buy |
1,489
+226
| +18% | +$18K | ﹤0.01% | 977 |
|
|
2024
Q4 | $102K | Hold |
1,263
| – | – | ﹤0.01% | 1027 |
|
|
2024
Q3 | $105K | Hold |
1,263
| – | – | ﹤0.01% | 901 |
|
|
2024
Q2 | $98.6K | Hold |
1,263
| – | – | ﹤0.01% | 898 |
|
|
2024
Q1 | $96.2K | Sell |
1,263
-9
| -0.7% | -$686 | ﹤0.01% | 1000 |
|
|
2023
Q4 | $90.8K | Sell |
1,272
-276
| -18% | -$19.7K | ﹤0.01% | 1017 |
|
|
2023
Q3 | $98.3K | Buy |
1,548
+9
| +0.6% | +$571 | ﹤0.01% | 961 |
|
|
2023
Q2 | $103K | Hold |
1,539
| – | – | ﹤0.01% | 959 |
|
|
2023
Q1 | $95.9K | Buy |
+1,539
| New | +$95.9K | ﹤0.01% | 987 |
|
|
2022
Q3 | – | Sell |
-456
| Closed | -$26K | – | 2264 |
|
|
2022
Q2 | $26K | Hold |
456
| – | – | ﹤0.01% | 1552 |
|
|
2022
Q1 | $29K | Sell |
456
-1,120
| -71% | -$71.2K | ﹤0.01% | 1649 |
|
|
2021
Q4 | $104K | Buy |
1,576
+456
| +41% | +$30.1K | ﹤0.01% | 1387 |
|
|
2021
Q3 | $66K | Hold |
1,120
| – | – | ﹤0.01% | 1362 |
|
|
2021
Q2 | $67K | Hold |
1,120
| – | – | ﹤0.01% | 1359 |
|
|
2021
Q1 | $64K | Buy |
+1,120
| New | +$64K | ﹤0.01% | 1599 |
|