Summit Investment Advisory Services’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 |
-22,470
| Closed | -$1.79M | – | 67 |
|
|
2025
Q1 | $1.79M | Buy |
22,470
+292
| +1% | +$23.3K | 0.88% | 17 |
|
|
2024
Q4 | $1.79M | Buy |
22,178
+427
| +2% | +$34.6K | 0.93% | 17 |
|
|
2024
Q3 | $1.81M | Buy |
+21,751
| New | +$1.81M | 0.96% | 17 |
|
|
2024
Q2 | – | Sell |
-11,825
| Closed | -$901K | – | 50 |
|
|
2024
Q1 | $901K | Buy |
11,825
+1,146
| +11% | +$87.3K | 0.53% | 28 |
|
|
2023
Q4 | $750K | Buy |
10,679
+6,590
| +161% | +$463K | 0.47% | 27 |
|
|
2023
Q3 | $260K | Sell |
4,089
-39
| -0.9% | -$2.48K | 0.19% | 42 |
|
|
2023
Q2 | $275K | Sell |
4,128
-839
| -17% | -$55.9K | 0.18% | 41 |
|
|
2023
Q1 | $310K | Buy |
4,967
+51
| +1% | +$3.18K | 0.22% | 40 |
|
|
2022
Q4 | $297K | Buy |
+4,916
| New | +$297K | 0.36% | 38 |
|