GeoWealth 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 | – | Sell |
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|
2025
Q1 | $789K | Buy |
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|
2024
Q4 | $464K | Buy |
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|
2024
Q3 | $360K | Sell |
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|
2024
Q2 | $4.63M | Sell |
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|
2024
Q1 | $6.56M | Sell |
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|
2023
Q4 | $13.8M | Buy |
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|
2023
Q3 | $2.19M | Sell |
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|
2023
Q2 | $3.44M | Buy |
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|
2023
Q1 | $1.65M | Sell |
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|
2022
Q4 | $3.68M | Buy |
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|
2022
Q3 | $1.69M | Buy |
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|
2022
Q2 | $1.25M | Sell |
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|
2022
Q1 | $16.9M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $2.77M | Buy |
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