Crestwood Advisors Group’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
Q1 | – | Sell |
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|
2024
Q4 | $295K | Buy |
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|
2024
Q3 | $303K | Sell |
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|
2024
Q2 | $326K | Buy |
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|
2024
Q1 | $318K | Buy |
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|
2023
Q4 | $293K | Buy |
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|
2023
Q3 | $265K | Buy |
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|
2023
Q2 | $278K | Sell |
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|
2023
Q1 | $263K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $279K | Hold |
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|
2019
Q3 | $259K | Buy |
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