Wilbanks Smith & Thomas Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $288K | Hold |
3,781
| – | – | 0.01% | 445 |
|
|
2023
Q4 | $266K | Hold |
3,781
| – | – | 0.01% | 458 |
|
|
2023
Q3 | $240K | Hold |
3,781
| – | – | 0.01% | 446 |
|
|
2023
Q2 | $252K | Hold |
3,781
| – | – | 0.01% | 451 |
|
|
2023
Q1 | $236K | Hold |
3,781
| – | – | 0.01% | 453 |
|
|
2022
Q4 | $228K | Hold |
3,781
| – | – | 0.01% | 448 |
|
|
2022
Q3 | $204K | Sell |
3,781
-62
| -2% | -$3.35K | 0.01% | 444 |
|
|
2022
Q2 | $220K | Buy |
3,843
+62
| +2% | +$3.55K | 0.01% | 441 |
|
|
2022
Q1 | $232K | Hold |
3,781
| – | – | 0.01% | 451 |
|
|
2021
Q4 | $249K | Hold |
3,781
| – | – | 0.01% | 452 |
|
|
2021
Q3 | $222K | Hold |
3,781
| – | – | 0.01% | 459 |
|
|
2021
Q2 | $226K | Hold |
3,781
| – | – | 0.01% | 455 |
|
|
2021
Q1 | $216K | Hold |
3,781
| – | – | 0.01% | 439 |
|
|
2020
Q4 | $204K | Buy |
+3,781
| New | +$204K | 0.01% | 411 |
|