Waverly 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 | $4.31M | Sell |
51,475
-2,480
| -5% | -$208K | 0.05% | 331 |
|
|
2025
Q1 | $4.31M | Buy |
53,955
+1,605
| +3% | +$128K | 0.05% | 323 |
|
|
2024
Q4 | $4.24M | Buy |
52,350
+46,891
| +859% | +$3.79M | 0.07% | 244 |
|
|
2024
Q3 | $454K | Buy |
5,459
+992
| +22% | +$82.5K | 0.01% | 605 |
|
|
2024
Q2 | $349K | Buy |
4,467
+702
| +19% | +$54.8K | 0.01% | 632 |
|
|
2024
Q1 | $287K | Buy |
+3,765
| New | +$287K | 0.01% | 585 |
|