United Advisor Group’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 | $13.3M | Buy |
159,032
+4,659
| +3% | +$390K | 2.3% | 3 |
|
|
2025
Q1 | $12.3M | Buy |
154,373
+10,123
| +7% | +$808K | 2.53% | 4 |
|
|
2024
Q4 | $11.7M | Buy |
144,250
+10,314
| +8% | +$835K | 2.31% | 4 |
|
|
2024
Q3 | $11.1M | Buy |
133,936
+23,419
| +21% | +$1.95M | 2.52% | 4 |
|
|
2024
Q2 | $8.63M | Buy |
110,517
+22,121
| +25% | +$1.73M | 2.68% | 3 |
|
|
2024
Q1 | $6.73M | Buy |
+88,396
| New | +$6.73M | 2.53% | 7 |
|