Future Financial Wealth 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
Q3 | $497K | Sell |
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|
2025
Q2 | $473K | Buy |
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|
2025
Q1 | $451K | Sell |
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|
2024
Q4 | $487K | Buy |
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|
2024
Q3 | $500K | Buy |
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|
2024
Q2 | $466K | Sell |
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|
2024
Q1 | $743K | Sell |
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|
2023
Q4 | $710K | Buy |
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|
2023
Q3 | $641K | Sell |
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|
2023
Q2 | $676K | Buy |
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|
2023
Q1 | $635K | Sell |
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|
2022
Q4 | $1.09M | Buy |
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|
2022
Q3 | $820K | Sell |
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|
2022
Q2 | $914K | Hold |
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|
2022
Q1 | $914K | Buy |
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|
2021
Q4 | $940K | Buy |
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|
2021
Q3 | $774K | Hold |
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|
2021
Q2 | $774K | Buy |
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|
2021
Q1 | $699K | Buy |
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|
2020
Q4 | $572K | Buy |
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