Thrive Wealth Management’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 | $577K | Sell |
6,887
-24
| -0.3% | -$2.01K | 0.09% | 111 |
|
|
2025
Q1 | $552K | Buy |
6,911
+206
| +3% | +$16.5K | 0.11% | 105 |
|
|
2024
Q4 | $543K | Hold |
6,705
| – | – | 0.1% | 109 |
|
|
2024
Q3 | $558K | Sell |
6,705
-273
| -4% | -$22.7K | 0.1% | 104 |
|
|
2024
Q2 | $545K | Buy |
6,978
+8
| +0.1% | +$624 | 0.11% | 101 |
|
|
2024
Q1 | $531K | Buy |
6,970
+1,138
| +20% | +$86.7K | 0.11% | 101 |
|
|
2023
Q4 | $410K | Hold |
5,832
| – | – | 0.09% | 120 |
|
|
2023
Q3 | $370K | Sell |
5,832
-199
| -3% | -$12.6K | 0.1% | 111 |
|
|
2023
Q2 | $402K | Sell |
6,031
-199
| -3% | -$13.3K | 0.1% | 110 |
|
|
2023
Q1 | $388K | Sell |
6,230
-5
| -0.1% | -$312 | 0.1% | 117 |
|
|
2022
Q4 | $376K | Hold |
6,235
| – | – | 0.11% | 108 |
|
|
2022
Q3 | $336K | Sell |
6,235
-134
| -2% | -$7.22K | 0.12% | 107 |
|
|
2022
Q2 | $365K | Buy |
+6,369
| New | +$365K | 0.13% | 101 |
|