RMR Wealth Builders’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 | $1.87M | Buy |
|
|||||
|
2025
Q1 | $1.04M | Buy |
|
|||||
|
2024
Q4 | $1.04M | Sell |
|
|||||
|
2024
Q3 | $1.08M | Buy |
|
|||||
|
2024
Q2 | $745K | Buy |
|
|||||
|
2024
Q1 | $722K | Buy |
|
|||||
|
2023
Q4 | $592K | Sell |
|
|||||
|
2023
Q3 | $540K | Sell |
|
|||||
|
2023
Q2 | $596K | Buy |
|
|||||
|
2023
Q1 | $549K | Sell |
|
|||||
|
2022
Q4 | $544K | Buy |
|
|||||
|
2022
Q3 | $483K | Buy |
|
|||||
|
2022
Q2 | $512K | Sell |
|
|||||
|
2022
Q1 | $593K | Buy |
|
|||||
|
2021
Q4 | $538K | Buy |
|
|||||
|
2021
Q3 | $463K | Buy |
|
|||||
|
2021
Q2 | $203K | Sell |
|
|||||
|
2021
Q1 | $414K | Buy |
|
|||||
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $312K | Buy |
|