Mutual 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 | $622K | Buy |
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|
2025
Q1 | $451K | Sell |
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|
2024
Q4 | $767K | Buy |
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|
2024
Q3 | $665K | Sell |
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|
2024
Q2 | $694K | Sell |
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|
2024
Q1 | $686K | Buy |
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|
2023
Q4 | $630K | Buy |
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|
2023
Q3 | $522K | Buy |
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|
2023
Q2 | $535K | Sell |
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|
2023
Q1 | $556K | Sell |
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|
2022
Q4 | $540K | Buy |
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|
2022
Q3 | $475K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $555K | Buy |
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|
2021
Q3 | $456K | Sell |
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|
2021
Q2 | $465K | Buy |
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|
2021
Q1 | $423K | Buy |
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|
2020
Q4 | $329K | Sell |
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|
2020
Q3 | $309K | Sell |
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|
2020
Q2 | $285K | Buy |
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