Regent Peak Wealth 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 | $389K | Buy |
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|
2025
Q1 | $381K | Hold |
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|
2024
Q4 | $387K | Buy |
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|
2024
Q3 | $376K | Sell |
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|
2024
Q2 | $354K | Buy |
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|
2024
Q1 | $345K | Buy |
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|
2023
Q4 | $317K | Buy |
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|
2023
Q3 | $283K | Sell |
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|
2023
Q2 | $413K | Sell |
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|
2023
Q1 | $434K | Buy |
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|
2022
Q4 | $408K | Buy |
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|
2022
Q3 | $352K | Sell |
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|
2022
Q2 | $487K | Buy |
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