Great Valley Advisor Group’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 | $17.4M | Buy |
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|
2025
Q1 | $15.8M | Buy |
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|
2024
Q4 | $13.4M | Buy |
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|
2024
Q3 | $13.5M | Sell |
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|
2024
Q2 | $18.8M | Sell |
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|
2024
Q1 | $22.1M | Buy |
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|
2023
Q4 | $19.2M | Buy |
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|
2023
Q3 | $4.24M | Buy |
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|
2023
Q2 | $4.12M | Buy |
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|
2023
Q1 | $2.99M | Sell |
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|
2022
Q4 | $4.54M | Buy |
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|
2022
Q3 | $3.27M | Buy |
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|
2022
Q2 | $970K | Buy |
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|
2022
Q1 | $638K | Buy |
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|
2021
Q4 | $598K | Buy |
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|
2021
Q3 | $487K | Buy |
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|
2021
Q2 | $437K | Buy |
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|
2021
Q1 | $347K | Buy |
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|
2020
Q4 | $298K | Hold |
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|
2020
Q3 | $274K | Buy |
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