BIA
Bigelow Investment Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,745
| Closed | -$219K | – | 150 |
|
|
2025
Q1 | $219K | Hold |
2,745
| – | – | 0.1% | 142 |
|
|
2024
Q4 | $222K | Sell |
2,745
-1,000
| -27% | -$80.9K | 0.1% | 142 |
|
|
2024
Q3 | $312K | Hold |
3,745
| – | – | 0.14% | 135 |
|
|
2024
Q2 | $292K | Hold |
3,745
| – | – | 0.14% | 133 |
|
|
2024
Q1 | $285K | Hold |
3,745
| – | – | 0.14% | 135 |
|
|
2023
Q4 | $263K | Hold |
3,745
| – | – | 0.14% | 133 |
|
|
2023
Q3 | $238K | Hold |
3,745
| – | – | 0.14% | 138 |
|
|
2023
Q2 | $250K | Hold |
3,745
| – | – | 0.14% | 137 |
|
|
2023
Q1 | $233K | Hold |
3,745
| – | – | 0.13% | 139 |
|
|
2022
Q4 | $226K | Hold |
3,745
| – | – | 0.13% | 135 |
|
|
2022
Q3 | $202K | Hold |
3,745
| – | – | 0.12% | 136 |
|
|
2022
Q2 | $215K | Hold |
3,745
| – | – | 0.12% | 138 |
|
|
2022
Q1 | $238K | Hold |
3,745
| – | – | 0.11% | 137 |
|
|
2021
Q4 | $247K | Hold |
3,745
| – | – | 0.11% | 131 |
|
|
2021
Q3 | $220K | Hold |
3,745
| – | – | 0.11% | 135 |
|
|
2021
Q2 | $223K | Hold |
3,745
| – | – | 0.11% | 135 |
|
|
2021
Q1 | $214K | Hold |
3,745
| – | – | 0.11% | 136 |
|
|
2020
Q4 | $202K | Buy |
+3,745
| New | +$202K | 0.11% | 138 |
|