Wealth Enhancement Advisory Services’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 | $98.7M | Sell |
1,157,920
-53,306
| -4% | -$4.54M | 0.16% | 119 |
|
|
2025
Q1 | $96.7M | Buy |
1,211,226
+20,107
| +2% | +$1.61M | 0.19% | 107 |
|
|
2024
Q4 | $96.4M | Buy |
1,191,119
+103,231
| +9% | +$8.35M | 0.18% | 113 |
|
|
2024
Q3 | $90.5M | Buy |
1,087,888
+234,273
| +27% | +$19.5M | 0.19% | 109 |
|
|
2024
Q2 | $66.6M | Buy |
853,615
+23,153
| +3% | +$1.81M | 0.16% | 135 |
|
|
2024
Q1 | $63.3M | Sell |
830,462
-156,733
| -16% | -$11.9M | 0.16% | 132 |
|
|
2023
Q4 | $69.4M | Buy |
987,195
+121,898
| +14% | +$8.57M | 0.2% | 114 |
|
|
2023
Q3 | $54.9M | Buy |
865,297
+858,994
| +13,628% | +$54.5M | 0.18% | 123 |
|
|
2023
Q2 | $420K | Sell |
6,303
-1,357
| -18% | -$90.5K | ﹤0.01% | 375 |
|
|
2023
Q1 | $478K | Buy |
+7,660
| New | +$478K | 0.01% | 391 |
|