Waterfront Wealth’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 | $450K | Hold |
5,378
| – | – | 0.1% | 194 |
|
|
2025
Q1 | $429K | Buy |
5,378
+459
| +9% | +$36.7K | 0.1% | 190 |
|
|
2024
Q4 | $398K | Hold |
4,919
| – | – | 0.1% | 198 |
|
|
2024
Q3 | $410K | Buy |
4,919
+514
| +12% | +$42.8K | 0.1% | 192 |
|
|
2024
Q2 | $344K | Hold |
4,405
| – | – | 0.09% | 192 |
|
|
2024
Q1 | $324K | Hold |
4,405
| – | – | 0.09% | 192 |
|
|
2023
Q4 | $310K | Buy |
4,405
+745
| +20% | +$52.4K | 0.09% | 193 |
|
|
2023
Q3 | $229K | Hold |
3,660
| – | – | 0.08% | 220 |
|
|
2023
Q2 | $251K | Hold |
3,660
| – | – | 0.07% | 221 |
|
|
2023
Q1 | $228K | Hold |
3,660
| – | – | 0.07% | 222 |
|
|
2022
Q4 | $227K | Buy |
+3,660
| New | +$227K | 0.08% | 225 |
|