Avaii 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 | $2.14M | Sell |
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|
2025
Q2 | $2.03M | Sell |
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|
2025
Q1 | $1.95M | Sell |
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|
2024
Q4 | $2.13M | Sell |
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|
2024
Q3 | $2.29M | Sell |
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|
2024
Q2 | $3.23M | Sell |
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|
2024
Q1 | $5.55M | Sell |
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|
2023
Q4 | $16.2M | Buy |
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|
2023
Q3 | $13M | Buy |
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|
2023
Q2 | $12.8M | Sell |
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|
2023
Q1 | $12.6M | Buy |
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|
2022
Q4 | $11.5M | Buy |
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|
2022
Q3 | $8.25M | Buy |
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|
2022
Q2 | $8.56M | Buy |
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