Western Wealth 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 | $9.69M | Buy |
115,697
+246
| +0.2% | +$20.6K | 0.57% | 34 |
|
|
2025
Q1 | $9.22M | Buy |
115,451
+4,704
| +4% | +$376K | 0.61% | 35 |
|
|
2024
Q4 | $8.96M | Sell |
110,747
-43,303
| -28% | -$3.5M | 0.58% | 35 |
|
|
2024
Q3 | $12.8M | Buy |
154,050
+44,064
| +40% | +$3.67M | 0.73% | 27 |
|
|
2024
Q2 | $8.58M | Buy |
109,986
+3,921
| +4% | +$306K | 0.64% | 30 |
|
|
2024
Q1 | $8.08M | Buy |
106,065
+2,505
| +2% | +$191K | 0.63% | 31 |
|
|
2023
Q4 | $7.28M | Buy |
103,560
+22,864
| +28% | +$1.61M | 0.52% | 37 |
|
|
2023
Q3 | $5.12M | Buy |
80,696
+11,852
| +17% | +$752K | 0.43% | 44 |
|
|
2023
Q2 | $4.59M | Buy |
68,844
+17,340
| +34% | +$1.16M | 0.39% | 48 |
|
|
2023
Q1 | $3.21M | Buy |
51,504
+6,003
| +13% | +$374K | 0.3% | 76 |
|
|
2022
Q4 | $2.75M | Sell |
45,501
-33,284
| -42% | -$2.01M | 0.28% | 90 |
|
|
2022
Q3 | $4.25M | Buy |
78,785
+38,962
| +98% | +$2.1M | 0.24% | 94 |
|
|
2022
Q2 | $2.29M | Buy |
39,823
+1,320
| +3% | +$75.7K | 0.13% | 163 |
|
|
2022
Q1 | $2.45M | Buy |
38,503
+20,463
| +113% | +$1.3M | 0.12% | 176 |
|
|
2021
Q4 | $1.18M | Buy |
+18,040
| New | +$1.18M | 0.12% | 170 |
|
|
2021
Q2 | $1.08M | Buy |
18,069
+3,354
| +23% | +$200K | 0.11% | 196 |
|
|
2021
Q1 | $842K | Sell |
14,715
-1,764
| -11% | -$101K | 0.11% | 187 |
|
|
2020
Q4 | $889K | Buy |
16,479
+702
| +4% | +$37.9K | 0.13% | 173 |
|
|
2020
Q3 | $782K | Sell |
15,777
-839
| -5% | -$41.6K | 0.13% | 176 |
|
|
2020
Q2 | $756K | Buy |
16,616
+1,492
| +10% | +$67.9K | 0.14% | 167 |
|
|
2020
Q1 | $590K | Buy |
15,124
+2,013
| +15% | +$78.5K | 0.14% | 165 |
|
|
2019
Q4 | $635K | Buy |
13,111
+75
| +0.6% | +$3.63K | 0.1% | 204 |
|
|
2019
Q3 | $587K | Sell |
13,036
-249
| -2% | -$11.2K | 0.12% | 192 |
|
|
2019
Q2 | $579K | Buy |
13,285
+335
| +3% | +$14.6K | 0.08% | 200 |
|
|
2019
Q1 | $558K | Buy |
+12,950
| New | +$558K | 0.12% | 190 |
|