Rothschild Investment LLC’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 | $556K | Sell |
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|
2025
Q1 | $603K | Sell |
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|
2024
Q4 | $677K | Buy |
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|
2024
Q3 | $694K | Buy |
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|
2024
Q2 | $429K | Buy |
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|
2024
Q1 | $417K | Buy |
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|
2023
Q4 | $383K | Buy |
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|
2023
Q3 | $345K | Buy |
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|
2023
Q2 | $360K | Buy |
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|
2023
Q1 | $335K | Buy |
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|
2022
Q4 | $323K | Buy |
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|
2022
Q3 | $287K | Buy |
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|
2022
Q2 | $303K | Buy |
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|
2022
Q1 | $335K | Sell |
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|
2021
Q4 | $358K | Buy |
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|
2021
Q3 | $289K | Buy |
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