Triad Wealth Partners’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 | $1.93M | Sell |
23,050
-7,663
| -25% | -$642K | 0.39% | 51 |
|
|
2025
Q1 | $2.45M | Sell |
30,713
-10,779
| -26% | -$861K | 0.76% | 30 |
|
|
2024
Q4 | $3.36M | Sell |
41,492
-56,825
| -58% | -$4.6M | 1.21% | 20 |
|
|
2024
Q3 | $8.18M | Sell |
98,317
-37,205
| -27% | -$3.1M | 4.35% | 6 |
|
|
2024
Q2 | $10.6M | Buy |
135,522
+20,192
| +18% | +$1.58M | 5.54% | 5 |
|
|
2024
Q1 | $8.79M | Buy |
+115,330
| New | +$8.79M | 6.74% | 5 |
|