Strategic Family Wealth Counselors’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 | $341K | Buy |
4,069
+371
| +10% | +$31.1K | 0.1% | 114 |
|
|
2025
Q1 | $295K | Buy |
3,698
+1
| +0% | +$80 | 0.1% | 113 |
|
|
2024
Q4 | $299K | Buy |
3,697
+45
| +1% | +$3.64K | 0.1% | 107 |
|
|
2024
Q3 | $304K | Hold |
3,652
| – | – | 0.11% | 102 |
|
|
2024
Q2 | $285K | Sell |
3,652
-852
| -19% | -$66.5K | 0.11% | 99 |
|
|
2024
Q1 | $343K | Buy |
4,504
+156
| +4% | +$11.9K | 0.14% | 81 |
|
|
2023
Q4 | $306K | Buy |
4,348
+1
| +0% | +$70 | 0.13% | 85 |
|
|
2023
Q3 | $276K | Buy |
4,347
+1
| +0% | +$63 | 0.13% | 84 |
|
|
2023
Q2 | $290K | Buy |
4,346
+1
| +0% | +$67 | 0.13% | 81 |
|
|
2023
Q1 | $271K | Buy |
4,345
+1
| +0% | +$62 | 0.13% | 83 |
|
|
2022
Q4 | $262K | Buy |
4,344
+2
| +0% | +$121 | 0.13% | 82 |
|
|
2022
Q3 | $234K | Buy |
4,342
+71
| +2% | +$3.83K | 0.11% | 81 |
|
|
2022
Q2 | $245K | Buy |
4,271
+264
| +7% | +$15.1K | 0.12% | 80 |
|
|
2022
Q1 | $255K | Buy |
4,007
+247
| +7% | +$15.7K | 0.1% | 86 |
|
|
2021
Q4 | $248K | Buy |
3,760
+25
| +0.7% | +$1.65K | 0.08% | 89 |
|
|
2021
Q3 | $220K | Buy |
+3,735
| New | +$220K | 0.08% | 88 |
|