Strategic Financial Concepts’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 | – | Sell |
-10,192
| Closed | -$814K | – | 306 |
|
|
2025
Q1 | $814K | Sell |
10,192
-24,061
| -70% | -$1.92M | 0.15% | 138 |
|
|
2024
Q4 | $2.77M | Buy |
+34,253
| New | +$2.77M | 0.53% | 49 |
|
|
2024
Q3 | – | Sell |
-171,889
| Closed | -$1.02M | – | 346 |
|
|
2024
Q2 | $1.02M | Buy |
171,889
+156,727
| +1,034% | +$930K | 0.59% | 48 |
|
|
2024
Q1 | $1.16M | Buy |
15,162
+2,012
| +15% | +$153K | 0.28% | 82 |
|
|
2023
Q4 | $924K | Sell |
13,150
-2,563
| -16% | -$180K | 0.55% | 53 |
|
|
2023
Q3 | $998K | Buy |
15,713
+284
| +2% | +$18K | 0.34% | 72 |
|
|
2023
Q2 | $1.03M | Sell |
15,429
-1,176
| -7% | -$78.4K | 0.38% | 70 |
|
|
2023
Q1 | $1.04M | Buy |
+16,605
| New | +$1.04M | 0.42% | 63 |
|