Westside Investment 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 | $109K | Buy |
1,296
+1,055
| +438% | +$88.9K | 0.02% | 335 |
|
|
2025
Q1 | $19.2K | Hold |
241
| – | – | ﹤0.01% | 569 |
|
|
2024
Q4 | $19.5K | Hold |
241
| – | – | ﹤0.01% | 572 |
|
|
2024
Q3 | $20.1K | Hold |
241
| – | – | ﹤0.01% | 583 |
|
|
2024
Q2 | $18.8K | Hold |
241
| – | – | ﹤0.01% | 559 |
|
|
2024
Q1 | $18.4K | Hold |
241
| – | – | ﹤0.01% | 538 |
|
|
2023
Q4 | $16.9K | Hold |
241
| – | – | ﹤0.01% | 522 |
|
|
2023
Q3 | $15.3K | Hold |
241
| – | – | ﹤0.01% | 520 |
|
|
2023
Q2 | $16.1K | Hold |
241
| – | – | ﹤0.01% | 513 |
|
|
2023
Q1 | $15K | Hold |
241
| – | – | ﹤0.01% | 521 |
|
|
2022
Q4 | $14 | Hold |
241
| – | – | ﹤0.01% | 564 |
|
|
2022
Q3 | $12 | Hold |
241
| – | – | ﹤0.01% | 573 |
|
|
2022
Q2 | $13 | Hold |
241
| – | – | ﹤0.01% | 562 |
|
|
2022
Q1 | $15 | Hold |
241
| – | – | ﹤0.01% | 555 |
|
|
2021
Q4 | $15 | Hold |
241
| – | – | ﹤0.01% | 537 |
|
|
2021
Q3 | $14 | Hold |
241
| – | – | ﹤0.01% | 532 |
|
|
2021
Q2 | $14 | Hold |
241
| – | – | ﹤0.01% | 526 |
|
|
2021
Q1 | $13 | Buy |
+241
| New | +$13 | ﹤0.01% | 514 |
|