Wealthcare Advisory Partners’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 | $9.57M | Buy |
114,299
+2,508
| +2% | +$210K | 0.22% | 92 |
|
|
2025
Q1 | $8.93M | Buy |
111,791
+13,735
| +14% | +$1.1M | 0.24% | 81 |
|
|
2024
Q4 | $7.94M | Buy |
98,056
+37,268
| +61% | +$3.02M | 0.22% | 89 |
|
|
2024
Q3 | $5.06M | Buy |
60,788
+336
| +0.6% | +$28K | 0.14% | 134 |
|
|
2024
Q2 | $4.72M | Sell |
60,452
-1,567
| -3% | -$122K | 0.15% | 121 |
|
|
2024
Q1 | $4.73M | Buy |
62,019
+22,351
| +56% | +$1.7M | 0.15% | 113 |
|
|
2023
Q4 | $2.79M | Buy |
39,668
+3,574
| +10% | +$251K | 0.11% | 153 |
|
|
2023
Q3 | $2.29M | Sell |
36,094
-1,063
| -3% | -$67.5K | 0.11% | 154 |
|
|
2023
Q2 | $2.48M | Buy |
37,157
+1,067
| +3% | +$71.1K | 0.11% | 156 |
|
|
2023
Q1 | $2.25M | Buy |
36,090
+5,527
| +18% | +$345K | 0.1% | 166 |
|
|
2022
Q4 | $1.84M | Buy |
+30,563
| New | +$1.84M | 0.09% | 171 |
|
|
2022
Q3 | – | Sell |
-3,552
| Closed | -$204K | – | 603 |
|
|
2022
Q2 | $204K | Sell |
3,552
-580
| -14% | -$33.3K | 0.01% | 529 |
|
|
2022
Q1 | $263K | Sell |
4,132
-106
| -3% | -$6.75K | 0.02% | 455 |
|
|
2021
Q4 | $279K | Sell |
4,238
-308
| -7% | -$20.3K | 0.02% | 461 |
|
|
2021
Q3 | $267K | Buy |
4,546
+260
| +6% | +$15.3K | 0.02% | 446 |
|
|
2021
Q2 | $256K | Buy |
4,286
+11
| +0.3% | +$657 | 0.02% | 457 |
|
|
2021
Q1 | $244K | Buy |
+4,275
| New | +$244K | 0.02% | 440 |
|
|
2020
Q2 | – | Sell |
-158
| Closed | -$6K | – | 547 |
|
|
2020
Q1 | $6K | Buy |
+158
| New | +$6K | ﹤0.01% | 1043 |
|