Colorado Capital 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
Q3 | $869K | Hold |
|
|||||
|
2025
Q2 | $818K | Hold |
|
|||||
|
2025
Q1 | $780K | Sell |
|
|||||
|
2024
Q4 | $800K | Sell |
|
|||||
|
2024
Q3 | $827K | Hold |
|
|||||
|
2024
Q2 | $776K | Hold |
|
|||||
|
2024
Q1 | $757K | Hold |
|
|||||
|
2023
Q4 | $698K | Sell |
|
|||||
|
2023
Q3 | $644K | Hold |
|
|||||
|
2023
Q2 | $675K | Sell |
|
|||||
|
2023
Q1 | $663K | Sell |
|
|||||
|
2022
Q4 | $761K | Hold |
|
|||||
|
2022
Q3 | $682K | Hold |
|
|||||
|
2022
Q2 | $726K | Sell |
|
|||||
|
2022
Q1 | $827K | Sell |
|
|||||
|
2021
Q4 | $871K | Sell |
|
|||||
|
2021
Q3 | $796K | Sell |
|
|||||
|
2021
Q2 | $836K | Hold |
|
|||||
|
2021
Q1 | $801K | Sell |
|
|||||
|
2020
Q4 | $760K | Sell |
|
|||||
|
2020
Q3 | $714K | Hold |
|
|||||
|
2020
Q2 | $650K | Sell |
|
|||||
|
2020
Q1 | $579K | Buy |
|
|||||
|
2019
Q4 | $682K | Sell |
|
|||||
|
2019
Q3 | $641K | Sell |
|
|||||
|
2019
Q2 | $657K | Sell |
|
|||||
|
2019
Q1 | $661K | Buy |
|
|||||
|
2018
Q4 | $577K | Buy |
|
|||||
|
2018
Q3 | $668K | Sell |
|
|||||
|
2018
Q2 | $788K | Sell |
|
|||||
|
2018
Q1 | $782K | Buy |
|
|||||
|
2017
Q4 | $737K | Buy |
|
|||||
|
2017
Q3 | $670K | Hold |
|
|||||
|
2017
Q2 | $645K | Sell |
|
|||||
|
2017
Q1 | $627K | Sell |
|
|||||
|
2016
Q4 | $656K | Hold |
|
|||||
|
2016
Q3 | $637K | Sell |
|
|||||
|
2016
Q2 | $636K | Sell |
|
|||||
|
2016
Q1 | $648K | Sell |
|
|||||
|
2015
Q4 | $631K | Buy |
|