Iron Horse 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
-216
Closed -$17.3K 605
2025
Q1
$17.3K Buy
+216
New +$17.7K 0.01% 217
2024
Q1
Sell
-170
Closed -$11.9K 475
2023
Q4
$11.9K Hold
170
0.01% 169
2023
Q3
$10.8K Buy
+170
New +$11.3K 0.01% 174

Other funds holding DGRW

Iron Horse Wealth Management's DGRW Position: Q2 2025 in Review

Iron Horse Wealth Management sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2025, closing a stake of 216 shares — an estimated $17.3K sold.

Iron Horse Wealth Management first reported a position in DGRW in Q3 2023 and held it in 3 quarters. The position peaked at $17.3K in Q1 2025. 731 funds tracked by Wall St. Rank hold DGRW as of Q2 2025.

  • Iron Horse Wealth Management reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2025 after selling out during the quarter.
  • Iron Horse Wealth Management sold 216 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2025, an estimated $17.3K.
  • Iron Horse Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2023 and held it in 3 quarters.
  • Iron Horse Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $17.3K in Q1 2025.
  • 731 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.