Whittier Trust’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 | $222K | Buy |
2,653
+2,488
| +1,508% | +$208K | ﹤0.01% | 639 |
|
|
2025
Q1 | $13.2K | Hold |
165
| – | – | ﹤0.01% | 1179 |
|
|
2024
Q4 | $13.4K | Buy |
165
+1
| +0.6% | +$81 | ﹤0.01% | 1190 |
|
|
2024
Q3 | $13.6K | Buy |
164
+1
| +0.6% | +$83 | ﹤0.01% | 1210 |
|
|
2024
Q2 | $12.7K | Hold |
163
| – | – | ﹤0.01% | 1212 |
|
|
2024
Q1 | $12.4K | Buy |
163
+1
| +0.6% | +$76 | ﹤0.01% | 1235 |
|
|
2023
Q4 | $11.4K | Buy |
162
+1
| +0.6% | +$70 | ﹤0.01% | 1207 |
|
|
2023
Q3 | $10.2K | Buy |
161
+1
| +0.6% | +$63 | ﹤0.01% | 1256 |
|
|
2023
Q2 | $10.7K | Hold |
160
| – | – | ﹤0.01% | 1259 |
|
|
2023
Q1 | $9.97K | Buy |
160
+1
| +0.6% | +$62 | ﹤0.01% | 1300 |
|
|
2022
Q4 | $9.6K | Buy |
159
+1
| +0.6% | +$60 | ﹤0.01% | 1298 |
|
|
2022
Q3 | $9K | Sell |
158
-16
| -9% | -$911 | ﹤0.01% | 1352 |
|
|
2022
Q2 | $10K | Buy |
174
+1
| +0.6% | +$57 | ﹤0.01% | 1317 |
|
|
2022
Q1 | $11K | Buy |
+173
| New | +$11K | ﹤0.01% | 1316 |
|