Latitude Advisors’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 | $278K | Sell |
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2025
Q1 | $277K | Sell |
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|
2024
Q4 | $281K | Sell |
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|
2024
Q3 | $474K | Buy |
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|
2024
Q2 | $354K | Buy |
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|
2024
Q1 | $263K | Sell |
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|
2023
Q4 | $371K | Buy |
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|
2023
Q3 | $326K | Sell |
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|
2023
Q2 | $582K | Buy |
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|
2023
Q1 | $367K | Sell |
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|
2022
Q4 | $386K | Sell |
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|
2022
Q3 | $411K | Buy |
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|
2022
Q2 | $402K | Sell |
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|
2022
Q1 | $1.64M | Sell |
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|
2021
Q4 | $3.6M | Buy |
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|
2021
Q3 | $3.21M | Buy |
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|
2021
Q2 | $959K | Buy |
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|
2021
Q1 | $841K | Buy |
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|
2020
Q4 | $686K | Buy |
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