Golden State 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
Q2 | $10.1M | Sell |
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|
2025
Q1 | $10.1M | Buy |
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|
2024
Q4 | $8.79M | Buy |
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|
2022
Q1 | $4.11M | Sell |
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|
2021
Q4 | $4.39M | Buy |
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|
2021
Q3 | $1.97M | Buy |
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|
2021
Q2 | $1.96M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $140K | Sell |
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|
2020
Q2 | $210K | Buy |
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|
2020
Q1 | $30K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $137K | Buy |
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|
2019
Q2 | $132K | Sell |
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|
2019
Q1 | $138K | Buy |
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