Trilogy Capital’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 | $445K | Buy |
5,313
+1,769
| +50% | +$148K | 0.02% | 247 |
|
|
2025
Q1 | $283K | Sell |
3,544
-224
| -6% | -$17.9K | 0.01% | 289 |
|
|
2024
Q4 | $305K | Buy |
+3,768
| New | +$305K | 0.02% | 278 |
|
|
2022
Q1 | – | Sell |
-197,029
| Closed | -$13M | – | 176 |
|
|
2021
Q4 | $13M | Buy |
197,029
+15,128
| +8% | +$996K | 0.97% | 35 |
|
|
2021
Q3 | $10.7M | Buy |
181,901
+17,377
| +11% | +$1.02M | 0.81% | 39 |
|
|
2021
Q2 | $9.98M | Buy |
+164,524
| New | +$9.98M | 0.73% | 39 |
|