Clearview Wealth 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
Q3 | $233K | Sell |
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2025
Q2 | $245K | Sell |
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2025
Q1 | $308K | Sell |
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|
2024
Q4 | $319K | Sell |
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|
2024
Q3 | $359K | Buy |
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|
2024
Q2 | $337K | Sell |
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|
2024
Q1 | $356K | Sell |
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|
2023
Q4 | $390K | Sell |
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|
2023
Q3 | $387K | Sell |
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|
2023
Q2 | $477K | Sell |
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|
2023
Q1 | $475K | Buy |
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|
2022
Q4 | $432K | Buy |
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|
2022
Q3 | $351K | Sell |
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|
2022
Q2 | $384K | Sell |
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|
2022
Q1 | $517K | Sell |
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|
2021
Q4 | $1.04M | Buy |
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|
2021
Q3 | $675K | Buy |
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|
2021
Q2 | $561K | Buy |
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|
2021
Q1 | $265K | Buy |
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|
2020
Q4 | $201K | Buy |
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