Trust Company of Toledo’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 | $298K | Hold |
3,562
| – | – | 0.03% | 239 |
|
2025
Q1 | $284K | Hold |
3,562
| – | – | 0.04% | 208 |
|
2024
Q4 | $288K | Buy |
3,562
+75
| +2% | +$6.07K | 0.04% | 204 |
|
2024
Q3 | $290K | Buy |
3,487
+325
| +10% | +$27K | 0.04% | 204 |
|
2024
Q2 | $247K | Hold |
3,162
| – | – | 0.04% | 209 |
|
2024
Q1 | $241K | Hold |
3,162
| – | – | 0.04% | 205 |
|
2023
Q4 | $222K | Hold |
3,162
| – | – | 0.04% | 203 |
|
2023
Q3 | $201K | Buy |
+3,162
| New | +$201K | 0.04% | 205 |
|