Stratos Wealth Advisors’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 | $867K | Sell |
10,353
-158
| -2% | -$13.2K | 0.05% | 335 |
|
|
2025
Q1 | $839K | Sell |
10,511
-332
| -3% | -$26.5K | 0.05% | 334 |
|
|
2024
Q4 | $878K | Sell |
10,843
-31,439
| -74% | -$2.54M | 0.04% | 354 |
|
|
2024
Q3 | $3.52M | Buy |
42,282
+1,472
| +4% | +$122K | 0.16% | 139 |
|
|
2024
Q2 | $3.19M | Buy |
40,810
+5,712
| +16% | +$446K | 0.16% | 143 |
|
|
2024
Q1 | $2.67M | Buy |
35,098
+4,382
| +14% | +$334K | 0.16% | 151 |
|
|
2023
Q4 | $2.16M | Sell |
30,716
-836
| -3% | -$58.8K | 0.12% | 210 |
|
|
2023
Q3 | $2M | Sell |
31,552
-1,103
| -3% | -$70K | 0.13% | 197 |
|
|
2023
Q2 | $2.18M | Sell |
32,655
-3,493
| -10% | -$233K | 0.15% | 182 |
|
|
2023
Q1 | $2.25M | Sell |
36,148
-13,503
| -27% | -$842K | 0.17% | 167 |
|
|
2022
Q4 | $3M | Sell |
49,651
-18,120
| -27% | -$1.09M | 0.25% | 116 |
|
|
2022
Q3 | $3.65M | Buy |
67,771
+3,549
| +6% | +$191K | 0.38% | 66 |
|
|
2022
Q2 | $3.68M | Buy |
+64,222
| New | +$3.68M | 0.33% | 81 |
|
|
2021
Q3 | – | Sell |
-6,931
| Closed | -$414K | – | 515 |
|
|
2021
Q2 | $414K | Buy |
+6,931
| New | +$414K | 0.04% | 387 |
|