Gladstone Institutional Advisory’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 | $1.02M | Sell |
|
|||||
|
2025
Q2 | $1.01M | Sell |
|
|||||
|
2025
Q1 | $1.24M | Sell |
|
|||||
|
2024
Q4 | $2.22M | Sell |
|
|||||
|
2024
Q3 | $2.56M | Sell |
|
|||||
|
2024
Q2 | $5.64M | Buy |
|
|||||
|
2024
Q1 | $5.39M | Buy |
|
|||||
|
2023
Q4 | $4.94M | Sell |
|
|||||
|
2023
Q3 | $4.5M | Sell |
|
|||||
|
2023
Q2 | $4.76M | Sell |
|
|||||
|
2023
Q1 | $5.11M | Buy |
|
|||||
|
2022
Q4 | $4.67M | Buy |
|
|||||
|
2022
Q3 | $1.69M | Buy |
|
|||||
|
2022
Q2 | $1.38M | Buy |
|
|||||
|
2022
Q1 | $1.51M | Sell |
|
|||||
|
2021
Q4 | $1.74M | Buy |
|
|||||
|
2021
Q3 | $1.45M | Buy |
|
|||||
|
2021
Q2 | $495K | Sell |
|
|||||
|
2021
Q1 | $525K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $338K | Buy |
|