Sweet Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.2M | Hold |
38,438
| – | – | 0.69% | 28 |
|
|
2024
Q2 | $3M | Hold |
38,438
| – | – | 0.69% | 28 |
|
|
2024
Q1 | $2.93M | Sell |
38,438
-870
| -2% | -$66.3K | 0.68% | 28 |
|
|
2023
Q4 | $2.76M | Hold |
39,308
| – | – | 0.66% | 28 |
|
|
2023
Q3 | $2.5M | Hold |
39,308
| – | – | 0.66% | 23 |
|
|
2023
Q2 | $2.62M | Sell |
39,308
-3,375
| -8% | -$225K | 0.68% | 24 |
|
|
2023
Q1 | $2.66M | Hold |
42,683
| – | – | 0.74% | 21 |
|
|
2022
Q4 | $2.58M | Sell |
42,683
-486
| -1% | -$29.3K | 0.76% | 20 |
|
|
2022
Q3 | $2.33M | Sell |
43,169
-845
| -2% | -$45.5K | 0.74% | 19 |
|
|
2022
Q2 | $2.52M | Buy |
44,014
+10
| +0% | +$573 | 0.79% | 19 |
|
|
2022
Q1 | $2.8M | Sell |
44,004
-493
| -1% | -$31.4K | 0.75% | 21 |
|
|
2021
Q4 | $2.93M | Buy |
+44,497
| New | +$2.93M | 1.22% | 9 |
|