Twin Focus Capital 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 | $362K | Hold |
4,320
| – | – | 0.05% | 127 |
|
|
2025
Q1 | $345K | Hold |
4,320
| – | – | 0.05% | 122 |
|
|
2024
Q4 | $350K | Hold |
4,320
| – | – | 0.05% | 116 |
|
|
2024
Q3 | $359K | Hold |
4,320
| – | – | 0.06% | 114 |
|
|
2024
Q2 | $337K | Hold |
4,320
| – | – | 0.05% | 113 |
|
|
2024
Q1 | $329K | Hold |
4,320
| – | – | 0.06% | 111 |
|
|
2023
Q4 | $304K | Hold |
4,320
| – | – | 0.06% | 118 |
|
|
2023
Q3 | $274K | Sell |
4,320
-510
| -11% | -$32.4K | 0.06% | 130 |
|
|
2023
Q2 | $322K | Hold |
4,830
| – | – | 0.07% | 157 |
|
|
2023
Q1 | $301K | Hold |
4,830
| – | – | 0.06% | 166 |
|
|
2022
Q4 | $292K | Sell |
4,830
-600
| -11% | -$36.2K | 0.06% | 161 |
|
|
2022
Q3 | $293K | Hold |
5,430
| – | – | 0.07% | 147 |
|
|
2022
Q2 | $311K | Hold |
5,430
| – | – | 0.07% | 144 |
|
|
2022
Q1 | $346K | Hold |
5,430
| – | – | 0.07% | 150 |
|
|
2021
Q4 | $358K | Sell |
5,430
-500
| -8% | -$33K | 0.07% | 144 |
|
|
2021
Q3 | $349K | Hold |
5,930
| – | – | 0.08% | 123 |
|
|
2021
Q2 | $354K | Sell |
5,930
-670
| -10% | -$40K | 0.08% | 124 |
|
|
2021
Q1 | $377K | Hold |
6,600
| – | – | 0.11% | 101 |
|
|
2020
Q4 | $356K | Sell |
6,600
-780
| -11% | -$42.1K | 0.11% | 107 |
|
|
2020
Q3 | $366K | Hold |
7,380
| – | – | 0.13% | 88 |
|
|
2020
Q2 | $336K | Buy |
+7,380
| New | +$336K | 0.13% | 91 |
|