Congress 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 | $655K | Sell |
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|
2025
Q1 | $772K | Buy |
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|
2024
Q4 | $440K | Buy |
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|
2024
Q3 | $452K | Buy |
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|
2024
Q2 | $423K | Sell |
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|
2024
Q1 | $451K | Sell |
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|
2023
Q4 | $557K | Sell |
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|
2023
Q3 | $724K | Buy |
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|
2023
Q2 | $289K | Hold |
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|
2023
Q1 | $270K | Hold |
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|
2022
Q4 | $262K | Hold |
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|
2022
Q3 | $234K | Hold |
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|
2022
Q2 | $249K | Hold |
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|
2022
Q1 | $276K | Hold |
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|
2021
Q4 | $286K | Buy |
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