Klingman & Associates’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 | $654K | Hold |
|
|||||
|
2025
Q2 | $616K | Hold |
|
|||||
|
2025
Q1 | $587K | Buy |
|
|||||
|
2024
Q4 | $591K | Hold |
|
|||||
|
2024
Q3 | $608K | Hold |
|
|||||
|
2024
Q2 | $570K | Hold |
|
|||||
|
2024
Q1 | $557K | Hold |
|
|||||
|
2023
Q4 | $513K | Hold |
|
|||||
|
2023
Q3 | $464K | Buy |
|
|||||
|
2023
Q2 | $405K | Hold |
|
|||||
|
2023
Q1 | $379K | Hold |
|
|||||
|
2022
Q4 | $367K | Hold |
|
|||||
|
2022
Q3 | $328K | Hold |
|
|||||
|
2022
Q2 | $348K | Buy |
|
|||||
|
2022
Q1 | $331K | Buy |
|