Salem Investment Counselors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6K | Hold |
150
| – | – | ﹤0.01% | 813 |
|
|
2025
Q1 | $12K | Sell |
150
-311
| -67% | -$24.8K | ﹤0.01% | 809 |
|
|
2024
Q4 | $37.3K | Sell |
461
-49
| -10% | -$3.97K | ﹤0.01% | 628 |
|
|
2024
Q3 | $42.4K | Sell |
510
-193
| -27% | -$16.1K | ﹤0.01% | 610 |
|
|
2024
Q2 | $54.9K | Buy |
+703
| New | +$54.9K | ﹤0.01% | 541 |
|
|
2023
Q3 | – | Sell |
-410
| Closed | -$27.3K | – | 1127 |
|
|
2023
Q2 | $27.3K | Buy |
+410
| New | +$27.3K | ﹤0.01% | 635 |
|