Taiyo Life Insurance Company’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
$44M Sell
525,000
-325,000
-38% -$27.2M 4.13% 9
2025
Q1
$67.9M Hold
850,000
6.08% 9
2024
Q4
$68.8M Hold
850,000
5.58% 9
2024
Q3
$70.7M Hold
850,000
5.61% 9
2024
Q2
$66.3M Hold
850,000
5.3% 9
2024
Q1
$64.8M Hold
850,000
5.21% 9
2023
Q4
$59.7M Hold
850,000
4.76% 9
2023
Q3
$54M Hold
850,000
4.17% 11
2023
Q2
$56.7M Hold
850,000
4.48% 10
2023
Q1
$53M Hold
850,000
4.33% 10
2022
Q4
$51.3M Hold
850,000
4.52% 10
2022
Q3
$45.8M Hold
850,000
5.4% 8
2022
Q2
$48.7M Hold
850,000
6.43% 6
2022
Q1
$54.1M Hold
850,000
8.1% 4
2021
Q4
$56M Hold
850,000
7.98% 4
2021
Q3
$50M Hold
850,000
7.89% 4
2021
Q2
$50.7M Hold
850,000
8.01% 4
2021
Q1
$48.6M Hold
850,000
8.26% 4
2020
Q4
$45.9M Hold
850,000
8.27% 4
2020
Q3
$42.1M Hold
850,000
8.46% 4
2020
Q2
$38.7M Hold
850,000
8.43% 4
2020
Q1
$33.1M Hold
850,000
9.42% 4
2019
Q4
$41.2M Hold
850,000
22.92% 3
2019
Q3
$38.3M Hold
850,000
22.96% 3
2019
Q2
$37.1M Hold
850,000
18.84% 4
2019
Q1
$36.6M Hold
850,000
19.07% 4
2018
Q4
$32.6M Hold
850,000
19.15% 4
2018
Q3
$37.7M Hold
850,000
19.04% 4
2018
Q2
$34.9M Hold
850,000
16.09% 5
2018
Q1
$34.3M Buy
+850,000
New +$34.3M 16.6% 4