Key Financial Inc’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 | $152K | Hold |
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|
2025
Q2 | $143K | Buy |
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|
2025
Q1 | $126K | Hold |
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|
2024
Q4 | $128K | Hold |
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|
2024
Q3 | $131K | Hold |
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|
2024
Q2 | $123K | Buy |
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|
2024
Q1 | $34.3K | Buy |
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|
2023
Q4 | $7.73K | Hold |
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|
2023
Q3 | $6.98K | Hold |
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|
2023
Q2 | $7.33K | Hold |
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|
2023
Q1 | $6.86K | Buy |
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