Ted Buchan & Co’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
$958K Sell
11,436
-1,059
-8% -$88.7K 0.38% 54
2025
Q1
$998K Sell
12,495
-284
-2% -$22.7K 0.47% 44
2024
Q4
$1.03M Sell
12,779
-86
-0.7% -$6.96K 0.49% 43
2024
Q3
$1.07M Buy
12,865
+7,783
+153% +$648K 0.51% 40
2024
Q2
$397K Buy
+5,082
New +$397K 0.21% 56