Aries Wealth 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 | $4.57M | Sell |
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|
2025
Q2 | $4.32M | Sell |
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|
2025
Q1 | $4.68M | Sell |
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|
2024
Q4 | $4.79M | Sell |
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|
2024
Q3 | $4.95M | Buy |
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|
2024
Q2 | $4.64M | Buy |
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|
2024
Q1 | $4.36M | Buy |
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|
2023
Q4 | $3.88M | Buy |
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|
2023
Q3 | $3.24M | Buy |
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|
2023
Q2 | $2.95M | Buy |
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|
2023
Q1 | $2.66M | Buy |
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|
2022
Q4 | $2.47M | Buy |
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|
2022
Q3 | $2.32M | Buy |
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|
2022
Q2 | $1.86M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $456K | Buy |
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