Pinnacle Associates’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 | $21.6M | Buy |
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|
2025
Q1 | $18.3M | Buy |
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|
2024
Q4 | $760K | Buy |
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|
2024
Q3 | $429K | Sell |
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|
2024
Q2 | $585K | Buy |
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|
2024
Q1 | $493K | Buy |
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|
2023
Q4 | $429K | Hold |
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|
2023
Q3 | $388K | Buy |
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|
2023
Q2 | $227K | Sell |
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|
2023
Q1 | $245K | Hold |
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|
2022
Q4 | $238K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $205K | Hold |
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|
2022
Q1 | $228K | Sell |
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|
2021
Q4 | $238K | Buy |
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|
2021
Q3 | $211K | Hold |
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|
2021
Q2 | $214K | Hold |
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|
2021
Q1 | $205K | Sell |
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|
2020
Q4 | $238K | Hold |
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|
2020
Q3 | $218K | Buy |
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