Charter Oak 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
Q3 | $318K | Hold |
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|
2025
Q2 | $299K | Buy |
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|
2025
Q1 | $286K | Sell |
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|
2024
Q4 | $296K | Hold |
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|
2024
Q3 | $304K | Buy |
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|
2024
Q2 | $286K | Buy |
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|
2024
Q1 | $279K | Hold |
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|
2023
Q4 | $257K | Buy |
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|
2023
Q3 | $232K | Buy |
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|
2023
Q2 | $244K | Buy |
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|
2023
Q1 | $223K | Hold |
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|
2022
Q4 | $215K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $237K | Buy |
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|
2022
Q1 | $262K | Buy |
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|
2021
Q4 | $271K | Buy |
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|
2021
Q3 | $42K | Buy |
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|
2021
Q2 | $42K | Buy |
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|
2021
Q1 | $41K | Hold |
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|
2020
Q4 | $38K | Buy |
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