Kovitz Investment Group Partners’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 | $115M | Buy |
|
|||||
|
2025
Q2 | $108M | Buy |
|
|||||
|
2025
Q1 | $103M | Sell |
|
|||||
|
2024
Q4 | $107M | Buy |
|
|||||
|
2024
Q3 | $106M | Buy |
|
|||||
|
2024
Q2 | $370K | Hold |
|
|||||
|
2024
Q1 | $361K | Hold |
|
|||||
|
2023
Q4 | $333K | Hold |
|
|||||
|
2023
Q3 | $301K | Hold |
|
|||||
|
2023
Q2 | $316K | Sell |
|
|||||
|
2023
Q1 | $302K | Sell |
|
|||||
|
2022
Q4 | $377K | Hold |
|
|||||
|
2022
Q3 | $337K | Sell |
|
|||||
|
2022
Q2 | $406K | Sell |
|
|||||
|
2022
Q1 | $467K | Buy |
|