Founders Financial Alliance’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 | $4.36M | Sell |
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|
2025
Q1 | $4.22M | Sell |
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|
2024
Q4 | $4.33M | Buy |
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|
2024
Q3 | $4.15M | Sell |
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|
2024
Q2 | $3.95M | Sell |
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|
2024
Q1 | $4.6M | Buy |
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|
2023
Q4 | $525K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $170K | Hold |
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|
2021
Q3 | $152K | Hold |
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|
2021
Q2 | $154K | Sell |
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|
2021
Q1 | $159K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $120K | Buy |
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