Novare Capital 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 | $302K | Sell |
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|
2025
Q1 | $340K | Hold |
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|
2024
Q4 | $344K | Hold |
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|
2024
Q3 | $354K | Hold |
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|
2024
Q2 | $332K | Hold |
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|
2024
Q1 | $324K | Sell |
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|
2023
Q4 | $315K | Sell |
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|
2023
Q3 | $289K | Hold |
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|
2023
Q2 | $304K | Sell |
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|
2023
Q1 | $310K | Sell |
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|
2022
Q4 | $311K | Sell |
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|
2022
Q3 | $283K | Hold |
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|
2022
Q2 | $301K | Sell |
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|
2022
Q1 | $363K | Sell |
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|
2021
Q4 | $408K | Sell |
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|
2021
Q3 | $464K | Sell |
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|
2021
Q2 | $471K | Sell |
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|
2021
Q1 | $472K | Sell |
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|
2020
Q4 | $527K | Sell |
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|
2020
Q3 | $492K | Sell |
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|
2020
Q2 | $622K | Sell |
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|
2020
Q1 | $816K | Sell |
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|
2019
Q4 | $1.26M | Buy |
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|
2019
Q3 | $1.17M | Sell |
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|
2019
Q2 | $1.24M | Sell |
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|
2019
Q1 | $1.23M | Buy |
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|
2018
Q4 | $964K | Sell |
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|
2018
Q3 | $1.18M | Buy |
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|
2018
Q2 | $996K | Buy |
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|
2018
Q1 | $944K | Buy |
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|
2017
Q4 | $823K | Buy |
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|
2017
Q3 | $582K | Buy |
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|
2017
Q2 | $441K | Buy |
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|
2017
Q1 | $268K | Buy |
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