Avalon Capital 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 | $1.9M | Hold |
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|
2025
Q2 | $1.79M | Sell |
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|
2025
Q1 | $1.76M | Sell |
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|
2024
Q4 | $3.51M | Sell |
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|
2024
Q3 | $3.79M | Sell |
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|
2024
Q2 | $3.77M | Sell |
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|
2024
Q1 | $3.83M | Sell |
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|
2023
Q4 | $3.57M | Sell |
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|
2023
Q3 | $3.49M | Sell |
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|
2023
Q2 | $4.08M | Sell |
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|
2023
Q1 | $3.93M | Sell |
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|
2022
Q4 | $4M | Sell |
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|
2022
Q3 | $3.63M | Sell |
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|
2022
Q2 | $4.15M | Sell |
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|
2022
Q1 | $4.45M | Sell |
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|
2021
Q4 | $4.8M | Buy |
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|
2021
Q3 | $3.88M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $758K | Buy |
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