Claro 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
Q2 | $319K | Sell |
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|
2025
Q1 | $539K | Buy |
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|
2024
Q4 | $545K | Sell |
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|
2024
Q3 | $584K | Sell |
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|
2024
Q2 | $805K | Sell |
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|
2024
Q1 | $811K | Sell |
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|
2023
Q4 | $972K | Sell |
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|
2023
Q3 | $921K | Sell |
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|
2023
Q2 | $1.1M | Sell |
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|
2023
Q1 | $1.27M | Sell |
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|
2022
Q4 | $2.16M | Sell |
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|
2022
Q3 | $2.41M | Hold |
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|
2022
Q2 | $2.41M | Buy |
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