Fairview Capital Investment 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 | $466K | Hold |
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|
2025
Q1 | $444K | Sell |
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|
2024
Q4 | $452K | Hold |
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|
2024
Q3 | $465K | Hold |
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|
2024
Q2 | $436K | Hold |
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|
2024
Q1 | $426K | Hold |
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|
2023
Q4 | $393K | Hold |
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|
2023
Q3 | $355K | Hold |
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|
2023
Q2 | $373K | Hold |
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|
2023
Q1 | $349K | Hold |
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|
2022
Q4 | $337K | Hold |
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|
2022
Q3 | $301K | Hold |
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|
2022
Q2 | $320K | Hold |
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|
2022
Q1 | $355K | Hold |
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|
2021
Q4 | $368K | Hold |
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|
2021
Q3 | $328K | Hold |
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|
2021
Q2 | $333K | Hold |
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|
2021
Q1 | $319K | Hold |
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|
2020
Q4 | $301K | Sell |
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|
2020
Q3 | $303K | Hold |
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|
2020
Q2 | $278K | Sell |
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|
2020
Q1 | $260K | Hold |
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|
2019
Q4 | $324K | Sell |
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|
2019
Q3 | $301K | Buy |
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|
2019
Q2 | $292K | Hold |
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|
2019
Q1 | $288K | Sell |
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|
2018
Q4 | $521K | Sell |
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|
2018
Q3 | $603K | Sell |
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|
2018
Q2 | $568K | Buy |
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|
2018
Q1 | $535K | Sell |
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|
2017
Q4 | $638K | Hold |
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|
2017
Q3 | $588K | Sell |
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|
2017
Q2 | $589K | Buy |
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