Capital Management’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
Q2 | $226K | Hold |
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|
2025
Q1 | $216K | Hold |
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|
2024
Q4 | $219K | Hold |
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|
2024
Q3 | $225K | Hold |
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|
2024
Q2 | $211K | Hold |
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|
2024
Q1 | $206K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $380K | Hold |
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|
2022
Q3 | $340K | Buy |
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|
2022
Q2 | $275K | Hold |
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|
2022
Q1 | $306K | Hold |
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|
2021
Q4 | $316K | Hold |
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|
2021
Q3 | $282K | Hold |
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|
2021
Q2 | $286K | Hold |
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|
2021
Q1 | $275K | Hold |
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|
2020
Q4 | $259K | Hold |
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|
2020
Q3 | $238K | Hold |
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|
2020
Q2 | $218K | Sell |
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|
2020
Q1 | $236K | Hold |
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|
2019
Q4 | $294K | Hold |
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|
2019
Q3 | $274K | Hold |
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|
2019
Q2 | $265K | Hold |
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|
2019
Q1 | $261K | Sell |
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|
2018
Q4 | $253K | Sell |
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|
2018
Q3 | $297K | Hold |
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|
2018
Q2 | $275K | Sell |
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|
2018
Q1 | $295K | Sell |
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|
2017
Q4 | $348K | Hold |
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|
2017
Q3 | $321K | Buy |
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|
2017
Q2 | $287K | Buy |
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|
2017
Q1 | $259K | Sell |
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|
2016
Q4 | $344K | Buy |
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|
2016
Q3 | $331K | Hold |
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|
2016
Q2 | $323K | Buy |
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|
2016
Q1 | $314K | Sell |
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|
2015
Q4 | $326K | Buy |
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|
2015
Q3 | $306K | Sell |
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|
2015
Q2 | $335K | Buy |
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|
2015
Q1 | $320K | Buy |
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