WealthBridge Capital Management’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 | $1.4M | Buy |
16,671
+1,399
| +9% | +$117K | 0.35% | 59 |
|
|
2025
Q1 | $1.22M | Sell |
15,272
-674
| -4% | -$53.8K | 0.34% | 62 |
|
|
2024
Q4 | $1.29M | Sell |
15,946
-164
| -1% | -$13.3K | 0.36% | 58 |
|
|
2024
Q3 | $1.34M | Sell |
16,110
-498
| -3% | -$41.4K | 0.38% | 55 |
|
|
2024
Q2 | $1.3M | Sell |
16,608
-285
| -2% | -$22.2K | 0.43% | 48 |
|
|
2024
Q1 | $1.29M | Sell |
16,893
-16
| -0.1% | -$1.22K | 0.43% | 50 |
|
|
2023
Q4 | $1.19M | Sell |
16,909
-1
| -0% | -$70 | 0.45% | 49 |
|
|
2023
Q3 | $1.07M | Buy |
16,910
+302
| +2% | +$19.2K | 0.44% | 51 |
|
|
2023
Q2 | $1.11M | Sell |
16,608
-606
| -4% | -$40.4K | 0.44% | 48 |
|
|
2023
Q1 | $1.07M | Buy |
17,214
+2
| +0% | +$125 | 0.43% | 53 |
|
|
2022
Q4 | $1.04M | Buy |
17,212
+233
| +1% | +$14.1K | 0.43% | 52 |
|
|
2022
Q3 | $973K | Hold |
16,979
| – | – | 0.42% | 50 |
|
|
2022
Q2 | $973K | Buy |
16,979
+455
| +3% | +$26.1K | 0.42% | 50 |
|
|
2022
Q1 | $1.05M | Sell |
16,524
-1,346
| -8% | -$85.7K | 0.39% | 57 |
|
|
2021
Q4 | $1.18M | Sell |
17,870
-2,071
| -10% | -$136K | 0.44% | 52 |
|
|
2021
Q3 | $1.17M | Sell |
19,941
-349
| -2% | -$20.5K | 0.44% | 49 |
|
|
2021
Q2 | $1.21M | Buy |
20,290
+19
| +0.1% | +$1.13K | 0.44% | 51 |
|
|
2021
Q1 | $1.16M | Sell |
20,271
-265
| -1% | -$15.2K | 0.47% | 50 |
|
|
2020
Q4 | $1.11M | Buy |
20,536
+956
| +5% | +$51.6K | 0.49% | 47 |
|
|
2020
Q3 | $971K | Sell |
19,580
-618
| -3% | -$30.6K | 0.5% | 45 |
|
|
2020
Q2 | $919K | Sell |
20,198
-545
| -3% | -$24.8K | 0.52% | 45 |
|
|
2020
Q1 | $807K | Sell |
20,743
-4,481
| -18% | -$174K | 0.56% | 44 |
|
|
2019
Q4 | $1.22M | Buy |
25,224
+2,909
| +13% | +$141K | 0.79% | 32 |
|
|
2019
Q3 | $1.01M | Buy |
22,315
+13,078
| +142% | +$590K | 0.72% | 36 |
|
|
2019
Q2 | $354K | Sell |
9,237
-10,889
| -54% | -$417K | 0.32% | 69 |
|
|
2019
Q1 | $866K | Buy |
20,126
+10,889
| +118% | +$469K | 0.55% | 37 |
|
|
2018
Q4 | $354K | Buy |
+9,237
| New | +$354K | 0.27% | 69 |
|