Southland Equity Partners’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 | $2.55M | Sell |
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|
2025
Q2 | $2.49M | Buy |
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|
2025
Q1 | $2.35M | Sell |
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|
2024
Q4 | $2.4M | Buy |
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|
2024
Q3 | $2.22M | Buy |
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|
2024
Q2 | $1.71M | Buy |
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|
2024
Q1 | $1.58M | Buy |
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|
2023
Q4 | $1.29M | Buy |
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|
2023
Q3 | $836K | Buy |
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|
2023
Q2 | $718K | Buy |
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|
2023
Q1 | $614K | Buy |
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|
2022
Q4 | $503K | Buy |
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