Carnegie Investment Counsel’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 | $299K | Sell |
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2025
Q2 | $285K | Sell |
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2025
Q1 | $263K | Buy |
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|
2024
Q4 | $212K | Sell |
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|
2024
Q3 | $460K | Sell |
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|
2024
Q2 | $436K | Sell |
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|
2024
Q1 | $1.01M | Sell |
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|
2023
Q4 | $935K | Sell |
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|
2023
Q3 | $850K | Buy |
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|
2023
Q2 | $300K | Hold |
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|
2023
Q1 | $281K | Buy |
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|
2022
Q4 | $249K | Buy |
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