Simon Quick Advisors’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 | $691K | Hold |
|
|||||
|
2025
Q2 | $650K | Hold |
|
|||||
|
2025
Q1 | $620K | Sell |
|
|||||
|
2024
Q4 | $636K | Hold |
|
|||||
|
2024
Q3 | $654K | Hold |
|
|||||
|
2024
Q2 | $614K | Hold |
|
|||||
|
2024
Q1 | $599K | Sell |
|
|||||
|
2023
Q4 | $581K | Hold |
|
|||||
|
2023
Q3 | $525K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $111K | Hold |
|
|||||
|
2021
Q4 | $115K | Hold |
|
|||||
|
2021
Q3 | $102K | Hold |
|
|||||
|
2021
Q2 | $104K | Hold |
|
|||||
|
2021
Q1 | $100K | Buy |
|