Visionary Wealth 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 | $390K | Sell |
4,662
-530
| -10% | -$44.4K | 0.02% | 407 |
|
|
2025
Q1 | $415K | Sell |
5,192
-90
| -2% | -$7.19K | 0.02% | 378 |
|
|
2024
Q4 | $427K | Buy |
5,282
+46
| +0.9% | +$3.72K | 0.03% | 377 |
|
|
2024
Q3 | $436K | Buy |
5,236
+279
| +6% | +$23.2K | 0.03% | 363 |
|
|
2024
Q2 | $387K | Buy |
4,957
+602
| +14% | +$47K | 0.03% | 367 |
|
|
2024
Q1 | $332K | Buy |
4,355
+155
| +4% | +$11.8K | 0.02% | 394 |
|
|
2023
Q4 | $295K | Buy |
+4,200
| New | +$295K | 0.02% | 394 |
|