WPWealth’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 | $254K | Sell |
3,035
-300
| -9% | -$25.1K | 0.05% | 84 |
|
|
2025
Q1 | $266K | Hold |
3,335
| – | – | 0.05% | 77 |
|
|
2024
Q4 | $270K | Hold |
3,335
| – | – | 0.06% | 76 |
|
|
2024
Q3 | $278K | Hold |
3,335
| – | – | 0.06% | 73 |
|
|
2024
Q2 | $260K | Hold |
3,335
| – | – | 0.06% | 61 |
|
|
2024
Q1 | $254K | Hold |
3,335
| – | – | 0.07% | 58 |
|
|
2023
Q4 | $234K | Hold |
3,335
| – | – | 0.07% | 55 |
|
|
2023
Q3 | $212K | Buy |
3,335
+300
| +10% | +$19K | 0.08% | 56 |
|
|
2023
Q2 | $202K | Buy |
+3,035
| New | +$202K | 0.09% | 53 |
|