NFP Retirement Inc’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 | $631K | Buy |
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|
2025
Q1 | $480K | Sell |
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|
2024
Q4 | $653K | Hold |
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|
2024
Q3 | $671K | Hold |
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|
2024
Q2 | $630K | Sell |
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|
2024
Q1 | $626K | Buy |
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|
2023
Q4 | $563K | Sell |
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|
2023
Q3 | $569K | Buy |
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|
2023
Q2 | $558K | Sell |
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|
2023
Q1 | $568K | Buy |
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|
2022
Q4 | $435K | Buy |
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|
2022
Q3 | $237K | Sell |
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|
2022
Q2 | $366K | Buy |
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|
2022
Q1 | $407K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $628K | Buy |
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|
2021
Q1 | $589K | Buy |
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