Lion Street 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 | $261K | Hold |
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|
2025
Q1 | $249K | Hold |
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|
2024
Q4 | $253K | Sell |
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|
2024
Q3 | $268K | Hold |
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|
2024
Q2 | $251K | Sell |
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|
2024
Q1 | $263K | Hold |
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|
2023
Q4 | $263K | Sell |
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|
2023
Q3 | $246K | Buy |
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|
2023
Q2 | $210K | Sell |
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|
2023
Q1 | $216K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $203K | Buy |
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