Montecito Bank & 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 | $616K | Buy |
|
|||||
|
2025
Q1 | $553K | Hold |
|
|||||
|
2024
Q4 | $560K | Hold |
|
|||||
|
2024
Q3 | $576K | Hold |
|
|||||
|
2024
Q2 | $540K | Sell |
|
|||||
|
2024
Q1 | $913K | Sell |
|
|||||
|
2023
Q4 | $1.06M | Sell |
|
|||||
|
2023
Q3 | $966K | Hold |
|
|||||
|
2023
Q2 | $1.01M | Sell |
|
|||||
|
2023
Q1 | $953K | Sell |
|
|||||
|
2022
Q4 | $943K | Buy |
|
|||||
|
2022
Q3 | $826K | Buy |
|
|||||
|
2022
Q2 | $807K | Buy |
|
|||||
|
2022
Q1 | $892K | Hold |
|
|||||
|
2021
Q4 | $922K | Hold |
|
|||||
|
2021
Q3 | $824K | Buy |
|
|||||
|
2021
Q2 | $810K | Buy |
|
|||||
|
2021
Q1 | $697K | Hold |
|
|||||
|
2020
Q4 | $658K | Hold |
|
|||||
|
2020
Q3 | $604K | Hold |
|
|||||
|
2020
Q2 | $555K | Hold |
|
|||||
|
2020
Q1 | $474K | Sell |
|
|||||
|
2019
Q4 | $694K | Sell |
|
|||||
|
2019
Q3 | $669K | Sell |
|
|||||
|
2019
Q2 | $1.33M | Sell |
|
|||||
|
2019
Q1 | $1.35M | Sell |
|
|||||
|
2018
Q4 | $1.56M | Buy |
|
|||||
|
2018
Q3 | $1.41M | Sell |
|
|||||
|
2018
Q2 | $1.47M | Sell |
|
|||||
|
2018
Q1 | $1.87M | Sell |
|
|||||
|
2017
Q4 | $2.11M | Sell |
|
|||||
|
2017
Q3 | $2M | Buy |
|
|||||
|
2017
Q2 | $1.82M | Buy |
|
|||||
|
2017
Q1 | $1.66M | Sell |
|
|||||
|
2016
Q4 | $1.96M | Buy |
|
|||||
|
2016
Q3 | $1.42M | Buy |
|