Steward Partners Investment Advisory’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 | $97.6M | Buy |
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|
2025
Q2 | $87.5M | Sell |
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|
2025
Q1 | $87.6M | Buy |
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|
2024
Q4 | $86.2M | Buy |
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|
2024
Q3 | $87.1M | Sell |
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|
2024
Q2 | $81.9M | Buy |
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|
2024
Q1 | $70.2M | Buy |
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|
2023
Q4 | $3.95M | Buy |
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|
2023
Q3 | $2.09M | Buy |
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|
2023
Q2 | $1.8M | Buy |
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|
2023
Q1 | $1.25M | Buy |
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|
2022
Q4 | $824K | Buy |
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|
2022
Q3 | $701K | Buy |
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|
2022
Q2 | $628K | Buy |
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|
2022
Q1 | $693K | Buy |
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|
2021
Q4 | $712K | Sell |
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|
2021
Q3 | $641K | Sell |
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|
2021
Q2 | $707K | Sell |
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|
2021
Q1 | $1.17M | Sell |
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|
2020
Q4 | $1.26M | Sell |
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|
2020
Q3 | $1.16M | Sell |
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|
2020
Q2 | $1.14M | Sell |
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|
2020
Q1 | $1.02M | Sell |
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|
2019
Q4 | $1.42M | Buy |
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|
2019
Q3 | $1.03M | Buy |
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|
2019
Q2 | $714K | Buy |
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|
2019
Q1 | $602K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $90K | Hold |
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|
2018
Q2 | $84K | Sell |
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|
2018
Q1 | $143K | Buy |
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|
2017
Q4 | $147K | Buy |
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|
2017
Q3 | $134K | Buy |
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|
2017
Q2 | $128K | Buy |
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|
2017
Q1 | $122K | Buy |
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