Patriot Financial Group Insurance Agency’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 | – | Sell |
|
|||||
|
2025
Q2 | $1.83M | Buy |
|
|||||
|
2025
Q1 | $1.52M | Buy |
|
|||||
|
2024
Q4 | $1.15M | Buy |
|
|||||
|
2024
Q3 | $1.11M | Buy |
|
|||||
|
2024
Q2 | $882K | Sell |
|
|||||
|
2024
Q1 | $877K | Buy |
|
|||||
|
2023
Q4 | $808K | Buy |
|
|||||
|
2023
Q3 | $623K | Sell |
|
|||||
|
2023
Q2 | $680K | Buy |
|
|||||
|
2023
Q1 | $597K | Buy |
|
|||||
|
2022
Q4 | $511K | Buy |
|
|||||
|
2022
Q3 | $371K | Sell |
|
|||||
|
2022
Q2 | $397K | Buy |
|
|||||
|
2022
Q1 | $380K | Buy |
|
|||||
|
2021
Q4 | $360K | Buy |
|
|||||
|
2021
Q3 | $312K | Buy |
|
|||||
|
2021
Q2 | $253K | Sell |
|
|||||
|
2021
Q1 | $320K | Sell |
|
|||||
|
2020
Q4 | $580K | Sell |
|
|||||
|
2020
Q3 | $590K | Buy |
|
|||||
|
2020
Q2 | $502K | Buy |
|
|||||
|
2020
Q1 | $409K | Buy |
|
|||||
|
2019
Q4 | $50K | Buy |
|
|||||
|
2019
Q3 | $20K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $28K | Hold |
|
|||||
|
2018
Q2 | $26K | Sell |
|
|||||
|
2018
Q1 | $182K | Buy |
|
|||||
|
2017
Q4 | $137K | Buy |
|
|||||
|
2017
Q3 | $79K | Buy |
|
|||||
|
2017
Q2 | $50K | Sell |
|
|||||
|
2017
Q1 | $88K | Hold |
|
|||||
|
2016
Q4 | $84K | Buy |
|