Jones Financial Companies’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 | $21M | Buy |
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|
2025
Q1 | $16.9M | Buy |
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|
2024
Q4 | $11.9M | Buy |
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|
2024
Q3 | $7.81M | Buy |
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|
2024
Q2 | $2.41M | Buy |
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|
2024
Q1 | $371K | Buy |
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|
2023
Q4 | $204K | Hold |
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|
2023
Q3 | $184K | Hold |
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|
2023
Q2 | $193K | Hold |
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|
2023
Q1 | $181K | Hold |
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|
2022
Q4 | $175K | Hold |
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|
2022
Q3 | $156K | Sell |
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|
2022
Q2 | $177K | Buy |
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|
2022
Q1 | $185K | Hold |
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|
2021
Q4 | $191K | Buy |
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