Cozad Asset 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 | $350K | Buy |
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|
2025
Q1 | $297K | Hold |
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|
2024
Q4 | $301K | Hold |
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|
2024
Q3 | $310K | Hold |
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|
2024
Q2 | $291K | Hold |
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|
2024
Q1 | $284K | Hold |
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|
2023
Q4 | $262K | Sell |
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|
2023
Q3 | $448K | Hold |
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|
2023
Q2 | $471K | Sell |
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|
2023
Q1 | $832K | Buy |
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|
2022
Q4 | $426K | Hold |
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|
2022
Q3 | $381K | Sell |
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|
2022
Q2 | $428K | Hold |
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|
2022
Q1 | $476K | Hold |
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|
2021
Q4 | $492K | Hold |
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|
2021
Q3 | $440K | Sell |
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|
2021
Q2 | $478K | Hold |
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|
2021
Q1 | $458K | Hold |
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|
2020
Q4 | $432K | Hold |
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|
2020
Q3 | $397K | Hold |
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|
2020
Q2 | $364K | Buy |
|