Legacy Private Trust’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 | $448K | Hold |
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|
2025
Q2 | $421K | Sell |
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|
2025
Q1 | $402K | Hold |
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|
2024
Q4 | $407K | Hold |
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|
2024
Q3 | $419K | Buy |
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|
2024
Q2 | $383K | Hold |
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|
2024
Q1 | $374K | Hold |
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|
2023
Q4 | $345K | Hold |
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|
2023
Q3 | $311K | Hold |
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|
2023
Q2 | $327K | Hold |
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|
2023
Q1 | $306K | Sell |
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|
2022
Q4 | $300K | Hold |
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|
2022
Q3 | $268K | Hold |
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|
2022
Q2 | $285K | Sell |
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|
2022
Q1 | $326K | Hold |
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|
2021
Q4 | $338K | Hold |
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|
2021
Q3 | $302K | Hold |
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|
2021
Q2 | $306K | Sell |
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|
2021
Q1 | $298K | Hold |
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|
2020
Q4 | $281K | Sell |
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|
2020
Q3 | $260K | Hold |
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|
2020
Q2 | $239K | Hold |
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|
2020
Q1 | $204K | Sell |
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|
2019
Q4 | $257K | Sell |
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|
2019
Q3 | $242K | Hold |
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|
2019
Q2 | $234K | Hold |
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|
2019
Q1 | $231K | Hold |
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|
2018
Q4 | $206K | Sell |
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|
2018
Q3 | $250K | Sell |
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|
2018
Q2 | $236K | Hold |
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|
2018
Q1 | $232K | Hold |
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|
2017
Q4 | $238K | Sell |
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|
2017
Q3 | $222K | Buy |
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