WJ Wealth 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 | $335K | Hold |
4,000
| – | – | 0.11% | 77 |
|
|
2025
Q1 | $319K | Hold |
4,000
| – | – | 0.11% | 71 |
|
|
2024
Q4 | $324K | Hold |
4,000
| – | – | 0.11% | 67 |
|
|
2024
Q3 | $333K | Hold |
4,000
| – | – | 0.12% | 65 |
|
|
2024
Q2 | $312K | Buy |
+4,000
| New | +$312K | 0.11% | 67 |
|
|
2023
Q1 | – | Sell |
-110,375
| Closed | -$6.66M | – | 52 |
|
|
2022
Q4 | $6.66M | Buy |
110,375
+14,282
| +15% | +$862K | 3.87% | 13 |
|
|
2022
Q3 | $5.19M | Buy |
+96,093
| New | +$5.19M | 3.25% | 14 |
|