Team Financial Group’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 | $31.5M | Buy |
376,331
+23,560
| +7% | +$1.97M | 15.49% | 1 |
|
|
2025
Q1 | $28.2M | Buy |
352,771
+1,516
| +0.4% | +$121K | 16.26% | 1 |
|
|
2024
Q4 | $28.4M | Buy |
351,255
+10,153
| +3% | +$822K | 16.3% | 1 |
|
|
2024
Q3 | $28.4M | Buy |
341,102
+7,553
| +2% | +$628K | 16.88% | 1 |
|
|
2024
Q2 | $26M | Buy |
333,549
+20,307
| +6% | +$1.58M | 16.73% | 1 |
|
|
2024
Q1 | $23.9M | Buy |
313,242
+36,670
| +13% | +$2.79M | 16.06% | 1 |
|
|
2023
Q4 | $19.4M | Buy |
276,572
+21,191
| +8% | +$1.49M | 13.95% | 3 |
|
|
2023
Q3 | $16.2M | Buy |
+255,381
| New | +$16.2M | 13.39% | 3 |
|