Total Clarity 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 | $438K | Buy |
5,229
+432
| +9% | +$36.2K | 0.13% | 173 |
|
|
2025
Q1 | $388K | Hold |
4,797
| – | – | 0.13% | 171 |
|
|
2024
Q4 | $388K | Sell |
4,797
-1,320
| -22% | -$107K | 0.13% | 171 |
|
|
2024
Q3 | $509K | Buy |
6,117
+1,169
| +24% | +$97.3K | 0.16% | 143 |
|
|
2024
Q2 | $386K | Buy |
4,948
+177
| +4% | +$13.8K | 0.13% | 158 |
|
|
2024
Q1 | $364K | Sell |
4,771
-587
| -11% | -$44.7K | 0.13% | 179 |
|
|
2023
Q4 | $377K | Buy |
5,358
+351
| +7% | +$24.7K | 0.15% | 153 |
|
|
2023
Q3 | $318K | Buy |
5,007
+1,498
| +43% | +$95.1K | 0.15% | 153 |
|
|
2023
Q2 | $234K | Buy |
+3,509
| New | +$234K | 0.12% | 189 |
|
|
2022
Q3 | – | Sell |
-534
| Closed | -$31K | – | 391 |
|
|
2022
Q2 | $31K | Buy |
+534
| New | +$31K | 0.02% | 487 |
|
|
2020
Q1 | – | Sell |
-7,093
| Closed | -$344K | – | 206 |
|
|
2019
Q4 | $344K | Buy |
+7,093
| New | +$344K | 0.26% | 82 |
|