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DGRW icon

Ridgewood Investments’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Ridgewood Investments’s Portfolio DGRW Stock Details DGRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-87
Closed -$7.29K – 319
2025
Q2 		$7.29K Hold
87
– – ﹤0.01% 553
2025
Q1 		$6.95K Hold
87
– – ﹤0.01% 528
2024
Q4 		$7.04K Hold
87
– – ﹤0.01% 538
2024
Q3 		$7.24K Hold
87
– – ﹤0.01% 551
2024
Q2 		$6.79K Buy
+87
New +$6.58K ﹤0.01% 558
2023
Q3 		– Sell
-87
Closed -$5.8K – 318
2023
Q2 		$5.8K Hold
87
– – ﹤0.01% 576
2023
Q1 		$5.42K Buy
+87
New +$5.35K ﹤0.01% 581

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Morgan Stanley
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Ameriprise
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Raymond James Financial
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HighTower Advisors
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UBS Group
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Cetera Investment Advisers
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return