Perennial Investment 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
Q3
$299K Buy
2025
Q2
$280K Buy
2024
Q4
Sell
2024
Q3
$913K Buy
2024
Q2
$856K Sell
2024
Q1
$849K Sell
2023
Q4
$795K Buy
2023
Q3
$710K Sell
2023
Q2
$764K Sell
2023
Q1
$722K Buy