Avantax Advisory Services’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 | $40.8M | Buy |
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|
2025
Q1 | $36.4M | Buy |
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|
2024
Q4 | $33.9M | Buy |
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|
2024
Q3 | $31.7M | Buy |
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|
2024
Q2 | $28.2M | Buy |
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|
2024
Q1 | $25M | Buy |
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|
2023
Q4 | $20.4M | Buy |
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|
2023
Q3 | $16.4M | Buy |
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|
2023
Q2 | $4.82M | Buy |
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|
2023
Q1 | $4.22M | Buy |
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|
2022
Q4 | $4.02M | Buy |
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|
2022
Q3 | $3.46M | Sell |
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|
2022
Q2 | $3.97M | Buy |
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|
2022
Q1 | $3.84M | Buy |
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|
2021
Q4 | $3.53M | Buy |
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|
2021
Q3 | $2.72M | Buy |
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|
2021
Q2 | $2.29M | Sell |
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|
2021
Q1 | $2.46M | Buy |
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|
2020
Q4 | $2.21M | Sell |
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|
2020
Q3 | $4.77M | Buy |
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|
2020
Q2 | $975K | Buy |
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|
2020
Q1 | $646K | Buy |
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|
2019
Q4 | $521K | Buy |
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|
2019
Q3 | $227K | Buy |
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