Clearstead 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 | $520K | Buy |
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|
2025
Q1 | $403K | Hold |
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|
2024
Q4 | $409K | Hold |
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|
2024
Q3 | $420K | Hold |
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|
2024
Q2 | $394K | Buy |
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|
2024
Q1 | $183K | Hold |
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|
2023
Q4 | $170K | Sell |
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|
2023
Q3 | $307K | Buy |
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|
2023
Q2 | $176K | Hold |
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|
2023
Q1 | $165K | Hold |
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|
2022
Q4 | $160K | Sell |
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|
2022
Q3 | $144K | Hold |
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|
2022
Q2 | $153K | Hold |
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|
2022
Q1 | $171K | Hold |
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|
2021
Q4 | $176K | Hold |
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|
2021
Q3 | $158K | Hold |
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|
2021
Q2 | $160K | Hold |
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|
2021
Q1 | $153K | Hold |
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|
2020
Q4 | $145K | Sell |
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|
2020
Q3 | $567K | Sell |
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|
2020
Q2 | $1.3M | Sell |
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|
2020
Q1 | $1.44M | Buy |
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|
2019
Q4 | $1.74M | Buy |
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|
2019
Q3 | $1.28M | Buy |
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|
2019
Q2 | $1.11M | Buy |
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|
2019
Q1 | $957K | Sell |
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|
2018
Q4 | $943K | Sell |
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|
2018
Q3 | $1.78M | Sell |
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|
2018
Q2 | $3.6M | Sell |
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|
2018
Q1 | $3.69M | Buy |
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|
2017
Q4 | $1.89M | Buy |
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|
2017
Q3 | $1.34M | Buy |
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|
2017
Q2 | $1.19M | Buy |
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|
2017
Q1 | $1.04M | Buy |
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|
2016
Q4 | $361K | Buy |
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