Stokes Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,877
| Closed | -$691K | – | 247 |
|
|
2023
Q3 | $691K | Buy |
10,877
+3,436
| +46% | +$218K | 0.08% | 159 |
|
|
2023
Q2 | $496K | Sell |
7,441
-541
| -7% | -$36.1K | 0.06% | 174 |
|
|
2023
Q1 | $498K | Buy |
7,982
+2,031
| +34% | +$127K | 0.06% | 169 |
|
|
2022
Q4 | $359K | Buy |
5,951
+157
| +3% | +$9.48K | 0.05% | 196 |
|
|
2022
Q3 | $312K | Sell |
5,794
-17,191
| -75% | -$926K | 0.04% | 203 |
|
|
2022
Q2 | $1.32M | Buy |
+22,985
| New | +$1.32M | 0.18% | 90 |
|