Johnson Investment Counsel’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 | $888K | Buy |
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|
2025
Q1 | $813K | Sell |
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|
2024
Q4 | $870K | Sell |
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|
2024
Q3 | $955K | Buy |
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|
2024
Q2 | $567K | Buy |
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|
2024
Q1 | $539K | Buy |
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|
2023
Q4 | $286K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $354K | Hold |
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|
2021
Q3 | $316K | Hold |
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|
2021
Q2 | $321K | Hold |
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|
2021
Q1 | $307K | Sell |
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|
2020
Q4 | $367K | Buy |
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|
2020
Q3 | $287K | Buy |
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