Arete Wealth 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 | $419K | Hold |
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|
2025
Q1 | $399K | Sell |
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|
2024
Q4 | $414K | Buy |
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|
2024
Q3 | $423K | Hold |
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|
2024
Q2 | $399K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $361K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $366K | Buy |
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|
2023
Q1 | $313K | Sell |
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|
2022
Q4 | $5.61B | Buy |
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|
2022
Q3 | $412K | Sell |
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|
2022
Q2 | $914K | Buy |
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|
2022
Q1 | $523K | Buy |
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|
2021
Q4 | $489K | Buy |
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|
2021
Q3 | $437K | Buy |
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|
2021
Q2 | $300K | Hold |
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|
2021
Q1 | $422K | Sell |
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|
2020
Q4 | $417K | Buy |
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|
2020
Q3 | $249K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $243K | Sell |
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|
2019
Q3 | $228K | Hold |
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|
2019
Q2 | $221K | Hold |
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|
2019
Q1 | $218K | Buy |
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