Collaborative Wealth 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
Q2 | $873K | Sell |
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2025
Q1 | $845K | Sell |
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|
2024
Q4 | $888K | Sell |
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|
2024
Q3 | $927K | Sell |
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|
2024
Q2 | $883K | Sell |
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|
2024
Q1 | $887K | Sell |
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|
2023
Q4 | $874K | Sell |
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|
2023
Q3 | $840K | Sell |
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|
2023
Q2 | $1.04M | Sell |
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|
2023
Q1 | $997K | Sell |
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|
2022
Q4 | $1.21M | Sell |
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|
2022
Q3 | $1.09M | Sell |
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|
2022
Q2 | $1.3M | Buy |
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|
2021
Q4 | $1.49M | Buy |
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|
2021
Q1 | $1.48M | Buy |
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