Tradition 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 | $225K | Buy |
2,683
+5
| +0.2% | +$419 | 0.02% | 410 |
|
|
2025
Q1 | $214K | Buy |
2,678
+129
| +5% | +$10.3K | 0.02% | 398 |
|
|
2024
Q4 | $206K | Buy |
+2,549
| New | +$206K | 0.02% | 395 |
|
|
2024
Q1 | – | Sell |
-2,167
| Closed | -$152K | – | 583 |
|
|
2023
Q4 | $152K | Buy |
2,167
+6
| +0.3% | +$421 | 0.02% | 371 |
|
|
2023
Q3 | $137K | Buy |
2,161
+5
| +0.2% | +$317 | 0.02% | 368 |
|
|
2023
Q2 | $144K | Buy |
2,156
+5
| +0.2% | +$334 | 0.02% | 372 |
|
|
2023
Q1 | $134K | Buy |
2,151
+5
| +0.2% | +$311 | 0.02% | 365 |
|
|
2022
Q4 | $130K | Buy |
2,146
+6
| +0.3% | +$363 | 0.02% | 323 |
|
|
2022
Q3 | $115K | Buy |
2,140
+7
| +0.3% | +$376 | 0.02% | 339 |
|
|
2022
Q2 | $122K | Sell |
2,133
-56
| -3% | -$3.2K | 0.02% | 327 |
|
|
2022
Q1 | $139K | Buy |
2,189
+4
| +0.2% | +$254 | 0.02% | 342 |
|
|
2021
Q4 | $144K | Buy |
2,185
+6
| +0.3% | +$395 | 0.02% | 340 |
|
|
2021
Q3 | $128K | Buy |
2,179
+5
| +0.2% | +$294 | 0.02% | 330 |
|
|
2021
Q2 | $130K | Sell |
2,174
-36
| -2% | -$2.15K | 0.02% | 347 |
|
|
2021
Q1 | $126K | Sell |
2,210
-3,193
| -59% | -$182K | 0.02% | 296 |
|
|
2020
Q4 | $292K | Buy |
+5,403
| New | +$292K | 0.06% | 200 |
|