Capital Investment 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
$277K Sell
2025
Q2
$286K Sell
2025
Q1
$274K Sell
2024
Q4
$294K Buy
2024
Q3
$294K Buy
2024
Q2
$244K Buy
2024
Q1
$215K Sell
2023
Q4
$216K Buy