Alpine Woods Capital Investors’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 | $534K | Hold |
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|
2025
Q2 | $502K | Hold |
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|
2025
Q1 | $479K | Hold |
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|
2024
Q4 | $486K | Hold |
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|
2024
Q3 | $512K | Hold |
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|
2024
Q2 | $468K | Hold |
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|
2024
Q1 | $438K | Hold |
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|
2023
Q4 | $422K | Hold |
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|
2023
Q3 | $381K | Hold |
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|
2023
Q2 | $400K | Hold |
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|
2023
Q1 | $374K | Hold |
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|
2022
Q4 | $362K | Hold |
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|
2022
Q3 | $323K | Hold |
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|
2022
Q2 | $344K | Hold |
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|
2022
Q1 | $382K | Hold |
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|
2021
Q4 | $395K | Hold |
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|
2021
Q3 | $353K | Hold |
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|
2021
Q2 | $358K | Hold |
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|
2021
Q1 | $343K | Hold |
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|
2020
Q4 | $324K | Sell |
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|
2020
Q3 | $1.04M | Hold |
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|
2020
Q2 | $955K | Hold |
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|
2020
Q1 | $817K | Hold |
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|
2019
Q4 | $1.02M | Hold |
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|
2019
Q3 | $947K | Hold |
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|
2019
Q2 | $917K | Hold |
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|
2019
Q1 | $904K | Hold |
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|
2018
Q4 | $805K | Buy |
|