Strategic Family Wealth Counselors’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
Q2 | $341K | Buy |
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|
2025
Q1 | $295K | Buy |
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|
2024
Q4 | $299K | Buy |
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|
2024
Q3 | $304K | Hold |
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|
2024
Q2 | $285K | Sell |
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|
2024
Q1 | $343K | Buy |
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|
2023
Q4 | $306K | Buy |
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|
2023
Q3 | $276K | Buy |
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|
2023
Q2 | $290K | Buy |
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|
2023
Q1 | $271K | Buy |
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|
2022
Q4 | $262K | Buy |
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|
2022
Q3 | $234K | Buy |
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|
2022
Q2 | $245K | Buy |
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|
2022
Q1 | $255K | Buy |
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|
2021
Q4 | $248K | Buy |
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|
2021
Q3 | $220K | Buy |
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