Colton Groome Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $706K | Buy |
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|
2023
Q2 | $300K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $3.27M | Buy |
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|
2022
Q3 | $2.69M | Sell |
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|
2022
Q2 | $3.64M | Sell |
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|
2022
Q1 | $7.29M | Buy |
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|
2021
Q4 | $5.89M | Sell |
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|
2021
Q3 | $7.9M | Buy |
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|
2021
Q2 | $3.02M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $804K | Buy |
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|
2020
Q1 | $333K | Sell |
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|
2019
Q4 | $1.03M | Buy |
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|
2019
Q3 | $940K | Sell |
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|
2019
Q2 | $9.72M | Buy |
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