Venture Visionary 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 | $13.7M | Buy |
163,760
+1,825
| +1% | +$153K | 0.51% | 45 |
|
|
2025
Q1 | $12.9M | Buy |
161,935
+23,962
| +17% | +$1.91M | 0.54% | 46 |
|
|
2024
Q4 | $11.2M | Buy |
137,973
+11,964
| +9% | +$968K | 0.47% | 53 |
|
|
2024
Q3 | $10.5M | Buy |
126,009
+9,352
| +8% | +$778K | 0.46% | 59 |
|
|
2024
Q2 | $9.11M | Buy |
116,657
+3,413
| +3% | +$266K | 0.42% | 65 |
|
|
2024
Q1 | $8.63M | Buy |
113,244
+13,969
| +14% | +$1.06M | 0.41% | 64 |
|
|
2023
Q4 | $6.98M | Buy |
99,275
+20,024
| +25% | +$1.41M | 0.37% | 76 |
|
|
2023
Q3 | $5.03M | Buy |
79,251
+12,725
| +19% | +$808K | 0.3% | 89 |
|
|
2023
Q2 | $4.43M | Buy |
+66,526
| New | +$4.43M | 0.26% | 100 |
|
|
2022
Q3 | – | Sell |
-864
| Closed | -$49.5K | – | 733 |
|
|
2022
Q2 | $49.5K | Buy |
+864
| New | +$49.5K | ﹤0.01% | 804 |
|