Advance Capital Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.03M | Buy |
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|
2025
Q2 | $931K | Sell |
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|
2025
Q1 | $988K | Buy |
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|
2024
Q4 | $997K | Buy |
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|
2024
Q3 | $962K | Sell |
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|
2024
Q2 | $945K | Buy |
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|
2024
Q1 | $881K | Buy |
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|
2023
Q4 | $550K | Sell |
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|
2023
Q3 | $509K | Sell |
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|
2023
Q2 | $559K | Buy |
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|
2023
Q1 | $522K | Buy |
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|
2022
Q4 | $452K | Buy |
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|
2022
Q3 | $373K | Buy |
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