Strategic Investment Solutions’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 | $102K | Hold |
1,221
| – | – | 0.03% | 161 |
|
|
2025
Q1 | $97.5K | Hold |
1,221
| – | – | 0.03% | 143 |
|
|
2024
Q4 | $98.8K | Hold |
1,221
| – | – | 0.03% | 142 |
|
|
2024
Q3 | $102K | Hold |
1,221
| – | – | 0.03% | 144 |
|
|
2024
Q2 | $97.4K | Buy |
+1,221
| New | +$97.4K | 0.03% | 140 |
|
|
2023
Q4 | $85.8K | Sell |
1,221
-75,702
| -98% | -$5.32M | 0.01% | 355 |
|
|
2023
Q3 | $5.11M | Buy |
76,923
+75,702
| +6,200% | +$5.03M | 0.06% | 141 |
|
|
2023
Q2 | $77K | Hold |
1,221
| – | – | 0.02% | 246 |
|
|
2023
Q1 | $76.1K | Buy |
+1,221
| New | +$76.1K | 0.01% | 293 |
|