Integrated Wealth Concepts’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 | $811K | Buy |
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|
2025
Q1 | $597K | Buy |
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|
2024
Q4 | $577K | Buy |
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|
2024
Q3 | $470K | Buy |
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|
2024
Q2 | $333K | Sell |
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|
2024
Q1 | $327K | Sell |
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|
2023
Q4 | $302K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $385K | Buy |
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|
2021
Q1 | $313K | Sell |
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|
2020
Q4 | $321K | Buy |
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|
2020
Q3 | $283K | Buy |
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|
2020
Q2 | $230K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $242K | Buy |
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|
2019
Q3 | $224K | Buy |
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|
2019
Q2 | $205K | Buy |
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|
2019
Q1 | $201K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $204K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $202K | Buy |
|