Sheets Smith Wealth Management’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 | $1.2M | Sell |
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|
2025
Q2 | $1.15M | Hold |
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|
2025
Q1 | $1.09M | Sell |
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|
2024
Q4 | $1.67M | Sell |
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|
2024
Q3 | $1.9M | Sell |
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|
2024
Q2 | $1.83M | Sell |
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|
2024
Q1 | $1.79M | Buy |
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|
2023
Q4 | $1.62M | Sell |
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|
2023
Q3 | $1.47M | Sell |
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|
2023
Q2 | $1.76M | Sell |
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|
2023
Q1 | $1.65M | Sell |
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|
2022
Q4 | $1.68M | Sell |
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|
2022
Q3 | $2.62M | Sell |
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|
2022
Q2 | $2.8M | Sell |
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|
2022
Q1 | $3.14M | Sell |
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|
2021
Q4 | $3.37M | Sell |
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|
2021
Q3 | $3.14M | Sell |
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|
2021
Q2 | $3.2M | Sell |
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|
2021
Q1 | $3.26M | Buy |
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|
2020
Q4 | $3.08M | Sell |
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|
2020
Q3 | $2.91M | Buy |
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|
2020
Q2 | $2.67M | Buy |
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|
2020
Q1 | $2.29M | Buy |
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