Capital Advisors Ltd’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 | $363K | Hold |
|
|||||
|
2025
Q2 | $341K | Hold |
|
|||||
|
2025
Q1 | $326K | Hold |
|
|||||
|
2024
Q4 | $330K | Hold |
|
|||||
|
2024
Q3 | $339K | Hold |
|
|||||
|
2024
Q2 | $318K | Hold |
|
|||||
|
2024
Q1 | $311K | Hold |
|
|||||
|
2023
Q4 | $287K | Hold |
|
|||||
|
2023
Q3 | $259K | Hold |
|
|||||
|
2023
Q2 | $272K | Hold |
|
|||||
|
2023
Q1 | $254K | Hold |
|
|||||
|
2022
Q4 | $246K | Hold |
|
|||||
|
2022
Q3 | $220K | Hold |
|
|||||
|
2022
Q2 | $234K | Hold |
|
|||||
|
2022
Q1 | $260K | Hold |
|
|||||
|
2021
Q4 | $269K | Hold |
|
|||||
|
2021
Q3 | $240K | Buy |
|
|||||
|
2021
Q2 | $219K | Buy |
|
|||||
|
2021
Q1 | $201K | Hold |
|
|||||
|
2020
Q4 | $189K | Hold |
|
|||||
|
2020
Q3 | $174K | Buy |
|
|||||
|
2020
Q2 | $152K | Hold |
|
|||||
|
2020
Q1 | $130K | Hold |
|
|||||
|
2019
Q4 | $162K | Sell |
|
|||||
|
2019
Q3 | $160K | Sell |
|
|||||
|
2019
Q2 | $192K | Buy |
|
|||||
|
2019
Q1 | $153K | Hold |
|
|||||
|
2018
Q4 | $136K | Hold |
|
|||||
|
2018
Q3 | $157K | Buy |
|
|||||
|
2018
Q2 | $73K | Sell |
|
|||||
|
2018
Q1 | $82K | Hold |
|
|||||
|
2017
Q4 | $84K | Buy |
|
|||||
|
2017
Q3 | $63K | Sell |
|
|||||
|
2017
Q2 | $76K | Sell |
|
|||||
|
2017
Q1 | $84K | Hold |
|
|||||
|
2016
Q4 | $79K | Buy |
|