J.W. Cole Advisors’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
Q3 | $5.35M | Buy |
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|
2025
Q2 | $5.01M | Sell |
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|
2025
Q1 | $4.84M | Sell |
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|
2024
Q4 | $8.79M | Sell |
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|
2024
Q3 | $9.43M | Sell |
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|
2024
Q2 | $8.9M | Buy |
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|
2024
Q1 | $8.66M | Sell |
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|
2023
Q4 | $8.04M | Buy |
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|
2023
Q3 | $3.34M | Buy |
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|
2023
Q2 | $3.4M | Buy |
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|
2023
Q1 | $3.1M | Buy |
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|
2022
Q4 | $3M | Buy |
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|
2022
Q3 | $2.65M | Buy |
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|
2022
Q2 | $2.62M | Sell |
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|
2022
Q1 | $5.44M | Sell |
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|
2021
Q4 | $8.15M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $7.23M | Sell |
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|
2021
Q1 | $7.25M | Sell |
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|
2020
Q4 | $7.04M | Buy |
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|
2020
Q3 | $4.24M | Sell |
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|
2020
Q2 | $5.99M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $5.56M | Buy |
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