West Oak Capital’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 | $109 | Hold |
130
| – | – | ﹤0.01% | 242 |
|
|
2025
Q1 | $104 | Hold |
130
| – | – | ﹤0.01% | 241 |
|
|
2024
Q4 | $105K | Hold |
130
| – | – | ﹤0.01% | 243 |
|
|
2024
Q3 | $108 | Hold |
130
| – | – | ﹤0.01% | 242 |
|
|
2024
Q2 | $10.1K | Hold |
130
| – | – | ﹤0.01% | 250 |
|
|
2024
Q1 | $10K | Hold |
130
| – | – | ﹤0.01% | 249 |
|
|
2023
Q4 | $9K | Hold |
130
| – | – | ﹤0.01% | 249 |
|
|
2023
Q3 | $8K | Sell |
130
-60
| -32% | -$3.69K | ﹤0.01% | 252 |
|
|
2023
Q2 | $12.7K | Hold |
190
| – | – | 0.01% | 238 |
|
|
2023
Q1 | $11.8K | Hold |
190
| – | – | 0.01% | 241 |
|
|
2022
Q4 | $11K | Hold |
190
| – | – | 0.01% | 214 |
|
|
2022
Q3 | $10K | Hold |
190
| – | – | 0.01% | 242 |
|
|
2022
Q2 | $11K | Hold |
190
| – | – | 0.01% | 243 |
|
|
2022
Q1 | $12K | Hold |
190
| – | – | 0.01% | 252 |
|
|
2021
Q4 | $13K | Hold |
190
| – | – | ﹤0.01% | 256 |
|
|
2021
Q3 | $11K | Hold |
190
| – | – | ﹤0.01% | 277 |
|
|
2021
Q2 | $11K | Hold |
190
| – | – | ﹤0.01% | 270 |
|
|
2021
Q1 | $11K | Buy |
190
+90
| +90% | +$5.21K | ﹤0.01% | 269 |
|
|
2020
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 268 |
|
|
2020
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 253 |
|
|
2020
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 252 |
|
|
2020
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 243 |
|
|
2019
Q4 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 252 |
|