Aptus Capital Advisors’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
Q2 | $462K | Sell |
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2025
Q1 | $470K | Sell |
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|
2024
Q4 | $772K | Buy |
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|
2024
Q3 | $332K | Buy |
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|
2024
Q2 | $274K | Buy |
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|
2024
Q1 | $175K | Sell |
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|
2023
Q4 | $173K | Sell |
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|
2023
Q3 | $8.93M | Buy |
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|
2023
Q2 | $159K | Sell |
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|
2023
Q1 | $716K | Sell |
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|
2022
Q4 | $1.7M | Buy |
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|
2022
Q3 | $87K | Buy |
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|
2022
Q2 | $90K | Hold |
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|
2022
Q1 | $100K | Hold |
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|
2021
Q4 | $103K | Hold |
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|
2021
Q3 | $92K | Hold |
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|
2021
Q2 | $94K | Hold |
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|
2021
Q1 | $90K | Hold |
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|
2020
Q4 | $84K | Sell |
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|
2020
Q3 | $101K | Sell |
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|
2020
Q2 | $136K | Hold |
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|
2020
Q1 | $116K | Hold |
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|
2019
Q4 | $145K | Hold |
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|
2019
Q3 | $134K | Buy |
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