Talisman 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 | $1.85M | Buy |
22,093
+44
| +0.2% | +$3.69K | 1.69% | 17 |
|
|
2025
Q1 | $1.76M | Buy |
22,049
+40
| +0.2% | +$3.19K | 1.81% | 15 |
|
|
2024
Q4 | $1.78M | Buy |
22,009
+63
| +0.3% | +$5.1K | 1.89% | 13 |
|
|
2024
Q3 | $1.82M | Buy |
21,946
+75
| +0.3% | +$6.22K | 1.92% | 13 |
|
|
2024
Q2 | $1.71M | Buy |
21,871
+78
| +0.4% | +$6.09K | 1.97% | 13 |
|
|
2024
Q1 | $1.66M | Buy |
21,793
+55
| +0.3% | +$4.19K | 2.09% | 12 |
|
|
2023
Q4 | $1.53M | Buy |
21,738
+86
| +0.4% | +$6.04K | 2.27% | 11 |
|
|
2023
Q3 | $1.37M | Buy |
21,652
+79
| +0.4% | +$5.02K | 2.38% | 12 |
|
|
2023
Q2 | $1.44M | Buy |
21,573
+71
| +0.3% | +$4.73K | 2.45% | 11 |
|
|
2023
Q1 | $1.34M | Buy |
21,502
+66
| +0.3% | +$4.11K | 2.42% | 11 |
|
|
2022
Q4 | $1.29M | Buy |
+21,436
| New | +$1.29M | 2.75% | 10 |
|