Vermillion & White Wealth Management 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 | $1.5M | Buy |
17,953
+1,816
| +11% | +$152K | 0.98% | 17 |
|
|
2025
Q1 | $1.29M | Sell |
16,137
-33,613
| -68% | -$2.68M | 0.93% | 14 |
|
|
2024
Q4 | $4.03M | Sell |
49,750
-33,151
| -40% | -$2.68M | 2.97% | 10 |
|
|
2024
Q3 | $6.9M | Buy |
82,901
+12,066
| +17% | +$1M | 5.1% | 3 |
|
|
2024
Q2 | $5.53M | Buy |
70,835
+12,365
| +21% | +$965K | 4.16% | 5 |
|
|
2024
Q1 | $4.45M | Sell |
58,470
-47,587
| -45% | -$3.63M | 3.56% | 8 |
|
|
2023
Q4 | $7.45M | Buy |
+106,057
| New | +$7.45M | 7.23% | 3 |
|