Wharton Business Group’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 | $866K | Hold |
10,345
| – | – | 0.04% | 82 |
|
|
2025
Q1 | $826K | Hold |
10,345
| – | – | 0.04% | 83 |
|
|
2024
Q4 | $837K | Hold |
10,345
| – | – | 0.04% | 83 |
|
|
2024
Q3 | $861K | Hold |
10,345
| – | – | 0.04% | 87 |
|
|
2024
Q2 | $807K | Hold |
10,345
| – | – | 0.04% | 82 |
|
|
2024
Q1 | $788K | Hold |
10,345
| – | – | 0.04% | 83 |
|
|
2023
Q4 | $727K | Hold |
10,345
| – | – | 0.04% | 83 |
|
|
2023
Q3 | $657K | Hold |
10,345
| – | – | 0.04% | 89 |
|
|
2023
Q2 | $690K | Hold |
10,345
| – | – | 0.05% | 81 |
|
|
2023
Q1 | $644K | Hold |
10,345
| – | – | 0.04% | 82 |
|
|
2022
Q4 | $624K | Hold |
10,345
| – | – | 0.04% | 85 |
|
|
2022
Q3 | $557K | Hold |
10,345
| – | – | 0.04% | 80 |
|
|
2022
Q2 | $593K | Hold |
10,345
| – | – | 0.04% | 80 |
|
|
2022
Q1 | $659K | Sell |
10,345
-190
| -2% | -$12.1K | 0.04% | 74 |
|
|
2021
Q4 | $694K | Hold |
10,535
| – | – | 0.04% | 77 |
|
|
2021
Q3 | $620K | Buy |
+10,535
| New | +$620K | 0.06% | 43 |
|
|
2021
Q2 | – | Sell |
-10,535
| Closed | -$602K | – | 123 |
|
|
2021
Q1 | $602K | Hold |
10,535
| – | – | 0.05% | 69 |
|
|
2020
Q4 | $568K | Hold |
10,535
| – | – | 0.05% | 68 |
|
|
2020
Q3 | $522K | Sell |
10,535
-455
| -4% | -$22.5K | 0.05% | 69 |
|
|
2020
Q2 | $500K | Hold |
10,990
| – | – | 0.05% | 66 |
|
|
2020
Q1 | $428K | Hold |
10,990
| – | – | 0.05% | 64 |
|
|
2019
Q4 | $533K | Hold |
10,990
| – | – | 0.05% | 67 |
|
|
2019
Q3 | $496K | Hold |
10,990
| – | – | 0.05% | 66 |
|
|
2019
Q2 | $480K | Sell |
10,990
-525
| -5% | -$22.9K | 0.05% | 68 |
|
|
2019
Q1 | $496K | Buy |
11,515
+805
| +8% | +$34.7K | 0.05% | 68 |
|
|
2018
Q4 | $411K | Buy |
10,710
+1,040
| +11% | +$39.9K | 0.05% | 73 |
|
|
2018
Q3 | $429K | Sell |
9,670
-825
| -8% | -$36.6K | 0.04% | 72 |
|
|
2018
Q2 | $430K | Buy |
10,495
+2,984
| +40% | +$122K | 0.04% | 70 |
|
|
2018
Q1 | $303K | Hold |
7,511
| – | – | 0.03% | 81 |
|
|
2017
Q4 | $311K | Hold |
7,511
| – | – | 0.03% | 86 |
|
|
2017
Q3 | $287K | Buy |
+7,511
| New | +$287K | 0.03% | 90 |
|