Cornerstone 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 | $605K | Buy |
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|
2025
Q1 | $502K | Buy |
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|
2024
Q4 | $407K | Sell |
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|
2024
Q3 | $423K | Hold |
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|
2024
Q2 | $397K | Hold |
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|
2024
Q1 | $387K | Buy |
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|
2023
Q4 | $354K | Sell |
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|
2023
Q3 | $324K | Buy |
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|
2023
Q2 | $340K | Buy |
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|
2023
Q1 | $224K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $219K | Sell |
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|
2021
Q4 | $806K | Buy |
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|
2021
Q3 | $693K | Buy |
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|
2021
Q2 | $639K | Buy |
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|
2021
Q1 | $601K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.88M | Buy |
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|
2018
Q2 | $860K | Buy |
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