Independent Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $997K | Sell |
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|
2025
Q4 | $1.03M | Sell |
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|
2025
Q3 | $1.34M | Sell |
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|
2025
Q2 | $1.32M | Sell |
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|
2025
Q1 | $1.35M | Sell |
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|
2024
Q4 | $1.63M | Buy |
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|
2024
Q3 | $1.32M | Buy |
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|
2024
Q2 | $1.18M | Sell |
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|
2024
Q1 | $1.22M | Buy |
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|
2023
Q4 | $773K | Buy |
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|
2023
Q3 | $470K | Buy |
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|
2023
Q2 | $250K | Hold |
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|
2023
Q1 | $234K | Buy |
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|
2022
Q4 | $217K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $206K | Hold |
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|
2022
Q1 | $229K | Hold |
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|
2021
Q4 | $237K | Buy |
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