Meridian Wealth Management’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 | $601K | Sell |
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2025
Q1 | $602K | Sell |
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|
2024
Q4 | $995K | Buy |
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|
2024
Q3 | $974K | Buy |
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|
2024
Q2 | $894K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $668K | Buy |
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|
2023
Q3 | $578K | Buy |
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|
2023
Q2 | $565K | Buy |
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|
2023
Q1 | $444K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $308 | Buy |
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