United Capital Financial Advisors’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 | $6.75M | Sell |
80,609
-569
| -0.7% | -$47.6K | 0.05% | 245 |
|
|
2025
Q1 | $6.48M | Sell |
81,178
-3,436
| -4% | -$274K | 0.06% | 238 |
|
|
2024
Q4 | $6.85M | Buy |
84,614
+4,913
| +6% | +$398K | 0.06% | 217 |
|
|
2024
Q3 | $6.63M | Sell |
79,701
-1,508
| -2% | -$125K | 0.05% | 223 |
|
|
2024
Q2 | $6.34M | Sell |
81,209
-6,662
| -8% | -$520K | 0.05% | 229 |
|
|
2024
Q1 | $6.69M | Sell |
87,871
-6,473
| -7% | -$493K | 0.06% | 228 |
|
|
2023
Q4 | $6.63M | Buy |
94,344
+2,365
| +3% | +$166K | 0.06% | 249 |
|
|
2023
Q3 | $5.84M | Buy |
91,979
+1,083
| +1% | +$68.8K | 0.04% | 281 |
|
|
2023
Q2 | $6.06M | Sell |
90,896
-5,901
| -6% | -$393K | 0.03% | 290 |
|
|
2023
Q1 | $6.03M | Sell |
96,797
-1,870
| -2% | -$117K | 0.03% | 300 |
|
|
2022
Q4 | $5.96M | Sell |
98,667
-668
| -0.7% | -$40.3K | 0.03% | 308 |
|
|
2022
Q3 | $5.36M | Buy |
99,335
+16,796
| +20% | +$905K | 0.03% | 316 |
|
|
2022
Q2 | $4.73M | Buy |
82,539
+5,100
| +7% | +$292K | 0.03% | 345 |
|
|
2022
Q1 | $4.93M | Sell |
77,439
-1,175
| -1% | -$74.8K | 0.02% | 368 |
|
|
2021
Q4 | $5.18M | Sell |
78,614
-4,585
| -6% | -$302K | 0.02% | 367 |
|
|
2021
Q3 | $4.9M | Sell |
83,199
-5,192
| -6% | -$305K | 0.02% | 377 |
|
|
2021
Q2 | $5.27M | Buy |
88,391
+693
| +0.8% | +$41.3K | 0.03% | 369 |
|
|
2021
Q1 | $5.02M | Buy |
87,698
+613
| +0.7% | +$35.1K | 0.03% | 359 |
|
|
2020
Q4 | $4.7M | Sell |
87,085
-4,756
| -5% | -$257K | 0.03% | 364 |
|
|
2020
Q3 | $4.55M | Buy |
91,841
+3,587
| +4% | +$178K | 0.03% | 361 |
|
|
2020
Q2 | $4.02M | Buy |
88,254
+2,371
| +3% | +$108K | 0.03% | 393 |
|
|
2020
Q1 | $3.34M | Buy |
85,883
+11,592
| +16% | +$451K | 0.03% | 401 |
|
|
2019
Q4 | $3.6M | Buy |
74,291
+6,202
| +9% | +$301K | 0.02% | 481 |
|
|
2019
Q3 | $3.07M | Buy |
68,089
+3,925
| +6% | +$177K | 0.02% | 506 |
|
|
2019
Q2 | $2.8M | Buy |
64,164
+3,701
| +6% | +$162K | 0.02% | 530 |
|
|
2019
Q1 | $2.6M | Buy |
60,463
+7,126
| +13% | +$307K | 0.02% | 532 |
|
|
2018
Q4 | $2.04M | Buy |
53,337
+4,783
| +10% | +$183K | 0.02% | 557 |
|
|
2018
Q3 | $2.15M | Buy |
48,554
+4,809
| +11% | +$213K | 0.02% | 596 |
|
|
2018
Q2 | $1.79M | Sell |
43,745
-3,326
| -7% | -$136K | 0.01% | 618 |
|
|
2018
Q1 | $1.9M | Buy |
47,071
+3,465
| +8% | +$140K | 0.01% | 604 |
|
|
2017
Q4 | $1.81M | Buy |
43,606
+2,583
| +6% | +$107K | 0.01% | 620 |
|
|
2017
Q3 | $1.57M | Buy |
41,023
+33,243
| +427% | +$1.27M | 0.01% | 641 |
|
|
2017
Q2 | $286K | Buy |
7,780
+741
| +11% | +$27.2K | ﹤0.01% | 1087 |
|
|
2017
Q1 | $250K | Hold |
7,039
| – | – | ﹤0.01% | 1112 |
|
|
2016
Q4 | $234K | Hold |
7,039
| – | – | ﹤0.01% | 1124 |
|
|
2016
Q3 | $227K | Hold |
7,039
| – | – | ﹤0.01% | 1152 |
|
|
2016
Q2 | $225K | Buy |
+7,039
| New | +$225K | ﹤0.01% | 1139 |
|