Arkadios 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
Q3 | $2.12M | Buy |
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|
2025
Q2 | $1.81M | Buy |
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|
2025
Q1 | $1.56M | Buy |
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|
2024
Q4 | $366K | Buy |
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|
2024
Q3 | $330K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $307K | Sell |
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|
2022
Q4 | $298K | Buy |
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|
2022
Q3 | $236K | Sell |
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|
2022
Q2 | $348K | Sell |
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|
2022
Q1 | $452K | Sell |
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|
2021
Q4 | $563K | Sell |
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|
2021
Q3 | $794K | Sell |
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|
2021
Q2 | $893K | Sell |
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|
2021
Q1 | $2.29M | Buy |
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|
2020
Q4 | $1.97M | Buy |
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|
2020
Q3 | $20.7K | Sell |
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|
2020
Q2 | $29.4K | Buy |
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|
2020
Q1 | $19.8K | Sell |
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|
2019
Q4 | $45.6K | Buy |
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