Beaumont Financial 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 | $741K | Hold |
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|
2025
Q2 | $697K | Hold |
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|
2025
Q1 | $665K | Hold |
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|
2024
Q4 | $674K | Hold |
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|
2024
Q3 | $693K | Hold |
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|
2024
Q2 | $650K | Hold |
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|
2024
Q1 | $634K | Hold |
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|
2023
Q4 | $585K | Hold |
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|
2023
Q3 | $529K | Hold |
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|
2023
Q2 | $555K | Sell |
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|
2023
Q1 | $543K | Sell |
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|
2022
Q4 | $560K | Buy |
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|
2022
Q3 | $470K | Sell |
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|
2022
Q2 | $505K | Sell |
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|
2022
Q1 | $10.8M | Buy |
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|
2021
Q4 | $574K | Sell |
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|
2021
Q3 | $526K | Buy |
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|
2021
Q2 | $520K | Hold |
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|
2021
Q1 | $498K | Sell |
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|
2020
Q4 | $7.95M | Buy |
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|
2020
Q3 | $5.69M | Sell |
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|
2020
Q2 | $7.3M | Buy |
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|
2020
Q1 | $339K | Buy |
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|
2019
Q4 | $225K | Hold |
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|
2019
Q3 | $210K | Hold |
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|
2019
Q2 | $203K | Hold |
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|
2019
Q1 | $200K | Buy |
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