Win Advisors’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 | – | Sell |
-48,143
| Closed | -$3.84M | – | 55 |
|
|
2025
Q1 | $3.84M | Buy |
+48,143
| New | +$3.84M | 1.98% | 16 |
|
|
2024
Q2 | – | Sell |
-5,462
| Closed | -$416K | – | 54 |
|
|
2024
Q1 | $416K | Sell |
5,462
-213,494
| -98% | -$16.3M | 0.18% | 43 |
|
|
2023
Q4 | $15.4M | Buy |
+218,956
| New | +$15.4M | 6.98% | 4 |
|
|
2023
Q3 | – | Sell |
-32,622
| Closed | -$1.79M | – | 49 |
|
|
2023
Q2 | $1.79M | Buy |
+32,622
| New | +$1.79M | 2.39% | 12 |
|
|
2023
Q1 | – | Sell |
-772
| Closed | -$46.6K | – | 58 |
|
|
2022
Q4 | $46.6K | Sell |
772
-323
| -29% | -$19.5K | 0.02% | 40 |
|
|
2022
Q3 | $59K | Sell |
1,095
-685
| -38% | -$36.9K | 0.02% | 24 |
|
|
2022
Q2 | $103K | Sell |
1,780
-85,170
| -98% | -$4.93M | 0.2% | 29 |
|
|
2022
Q1 | $5.54M | Sell |
86,950
-817,041
| -90% | -$52M | 1.45% | 21 |
|
|
2021
Q4 | $59.5M | Buy |
+903,991
| New | +$59.5M | 13.64% | 1 |
|