Sykon Capital’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 | $352K | Buy |
+4,205
| New | +$352K | 0.13% | 62 |
|
2025
Q1 | – | Sell |
-7,648
| Closed | -$619K | – | 66 |
|
2024
Q4 | $619K | Buy |
7,648
+294
| +4% | +$23.8K | 0.21% | 44 |
|
2024
Q3 | $612K | Buy |
7,354
+78
| +1% | +$6.49K | 0.22% | 64 |
|
2024
Q2 | $568K | Sell |
7,276
-371
| -5% | -$29K | 0.21% | 58 |
|
2024
Q1 | $583K | Buy |
7,647
+129
| +2% | +$9.83K | 0.21% | 69 |
|
2023
Q4 | $528K | Sell |
7,518
-276
| -4% | -$19.4K | 0.21% | 58 |
|
2023
Q3 | $495K | Buy |
7,794
+3,856
| +98% | +$245K | 0.21% | 37 |
|
2023
Q2 | $263K | Buy |
+3,938
| New | +$263K | 0.18% | 39 |
|