TritonPoint Wealth’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 | $317K | Hold |
3,789
| – | – | 0.03% | 278 |
|
|
2025
Q1 | $303K | Hold |
3,789
| – | – | 0.03% | 272 |
|
|
2024
Q4 | $307K | Hold |
3,789
| – | – | 0.03% | 269 |
|
|
2024
Q3 | $314K | Hold |
3,789
| – | – | 0.03% | 261 |
|
|
2024
Q2 | $296K | Hold |
3,789
| – | – | 0.03% | 256 |
|
|
2024
Q1 | $358K | Sell |
3,789
-1,300
| -26% | -$123K | 0.04% | 241 |
|
|
2023
Q4 | $358K | Buy |
+5,089
| New | +$358K | 0.03% | 249 |
|