CIBC Private Wealth Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Buy |
3,600
+617
| +21% | +$51.7K | ﹤0.01% | 974 |
|
|
2025
Q1 | $213K | Sell |
2,983
-83
| -3% | -$5.92K | ﹤0.01% | 1058 |
|
|
2024
Q4 | $249K | Sell |
3,066
-152
| -5% | -$12.3K | ﹤0.01% | 1077 |
|
|
2024
Q3 | $268K | Buy |
3,218
+4
| +0.1% | +$333 | ﹤0.01% | 1066 |
|
|
2024
Q2 | $254K | Buy |
3,214
+4
| +0.1% | +$316 | ﹤0.01% | 1007 |
|
|
2024
Q1 | $243K | Sell |
3,210
-22
| -0.7% | -$1.67K | ﹤0.01% | 1045 |
|
|
2023
Q4 | $227K | Buy |
3,232
+6
| +0.2% | +$422 | ﹤0.01% | 1027 |
|
|
2023
Q3 | $205K | Buy |
+3,226
| New | +$205K | ﹤0.01% | 996 |
|
|
2018
Q3 | – | Sell |
-2,231
| Closed | -$92K | – | 1133 |
|
|
2018
Q2 | $92K | Buy |
2,231
+9
| +0.4% | +$371 | ﹤0.01% | 1045 |
|
|
2018
Q1 | $90K | Buy |
2,222
+18
| +0.8% | +$729 | ﹤0.01% | 1039 |
|
|
2017
Q4 | $91K | Buy |
+2,204
| New | +$91K | ﹤0.01% | 1059 |
|