Guardian 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 | – | Sell |
|
|||||
|
2025
Q1 | $126K | Sell |
|
|||||
|
2024
Q4 | $136K | Sell |
|
|||||
|
2024
Q3 | $190K | Hold |
|
|||||
|
2024
Q2 | $178K | Sell |
|
|||||
|
2024
Q1 | $185K | Sell |
|
|||||
|
2023
Q4 | $180K | Sell |
|
|||||
|
2023
Q3 | $175K | Sell |
|
|||||
|
2023
Q2 | $228K | Sell |
|
|||||
|
2023
Q1 | $218K | Sell |
|
|||||
|
2022
Q4 | $226K | Sell |
|
|||||
|
2022
Q3 | $226K | Sell |
|
|||||
|
2022
Q2 | $267K | Sell |
|
|||||
|
2022
Q1 | $300K | Buy |
|
|||||
|
2021
Q4 | $310K | Buy |
|