Avior 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
Q2 | $391K | Hold |
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|
2025
Q1 | $373K | Sell |
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|
2024
Q4 | $426K | Buy |
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|
2024
Q3 | $438K | Buy |
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|
2024
Q2 | $374K | Buy |
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|
2024
Q1 | $364K | Buy |
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|
2023
Q4 | $336K | Sell |
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|
2023
Q3 | $307K | Buy |
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|
2023
Q2 | $196K | Buy |
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|
2023
Q1 | $170K | Buy |
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|
2022
Q4 | $52.8K | Hold |
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|
2022
Q3 | $47K | Buy |
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