Fountainhead AM’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
Q3 | $226K | Buy |
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|
2025
Q2 | $212K | Hold |
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|
2025
Q1 | $203K | Sell |
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|
2024
Q4 | $226K | Buy |
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|
2024
Q3 | $216K | Sell |
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|
2024
Q2 | $262K | Sell |
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|
2024
Q1 | $424K | Sell |
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|
2023
Q4 | $402K | Sell |
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|
2023
Q3 | $415K | Buy |
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|
2023
Q2 | $436K | Buy |
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|
2023
Q1 | $241K | Buy |
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