Financial Advocates 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 | $887K | Sell |
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2025
Q1 | $1.1M | Sell |
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|
2024
Q4 | $1.16M | Buy |
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|
2024
Q3 | $1.09M | Buy |
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|
2024
Q2 | $972K | Buy |
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|
2024
Q1 | $937K | Buy |
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|
2023
Q4 | $864K | Buy |
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|
2023
Q3 | $632K | Buy |
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|
2023
Q2 | $642K | Buy |
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|
2023
Q1 | $597K | Sell |
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|
2022
Q4 | $638K | Sell |
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|
2022
Q3 | $681K | Sell |
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|
2022
Q2 | $1.23M | Buy |
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|
2022
Q1 | $832K | Buy |
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|
2021
Q4 | $445K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $2.23M | Sell |
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|
2018
Q3 | $2.72M | Sell |
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|
2018
Q2 | $2.54M | Sell |
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|
2018
Q1 | $2.66M | Buy |
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|
2017
Q4 | $2.69M | Buy |
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