Biltmore Family Office’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 | $627K | Hold |
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|
2025
Q2 | $590K | Sell |
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|
2025
Q1 | $639K | Hold |
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|
2024
Q4 | $648K | Hold |
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|
2024
Q3 | $666K | Hold |
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|
2024
Q2 | $624K | Hold |
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|
2024
Q1 | $610K | Hold |
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|
2023
Q4 | $562K | Hold |
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|
2023
Q3 | $508K | Hold |
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|
2023
Q2 | $533K | Hold |
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|
2023
Q1 | $499K | Hold |
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|
2022
Q4 | $483K | Hold |
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|
2022
Q3 | $431K | Hold |
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|
2022
Q2 | $458K | Hold |
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|
2022
Q1 | $509K | Hold |
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|
2021
Q4 | $527K | Buy |
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