Walkner Condon 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 | $279K | Sell |
3,329
-326
| -9% | -$27.3K | 0.05% | 226 |
|
|
2025
Q1 | $292K | Sell |
3,655
-453
| -11% | -$36.2K | 0.06% | 206 |
|
|
2024
Q4 | $332K | Sell |
4,108
-22
| -0.5% | -$1.78K | 0.07% | 202 |
|
|
2024
Q3 | $344K | Buy |
4,130
+413
| +11% | +$34.4K | 0.07% | 197 |
|
|
2024
Q2 | $290K | Buy |
3,717
+519
| +16% | +$40.5K | 0.06% | 204 |
|
|
2024
Q1 | $244K | Buy |
3,198
+328
| +11% | +$25K | 0.05% | 238 |
|
|
2023
Q4 | $202K | Buy |
+2,870
| New | +$202K | 0.05% | 260 |
|
|
2023
Q3 | – | Sell |
-3,059
| Closed | -$204K | – | 246 |
|
|
2023
Q2 | $204K | Buy |
+3,059
| New | +$204K | 0.05% | 235 |
|