Summit Trail 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
Q2 | $4.31M | Buy |
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2025
Q1 | $4.09M | Buy |
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|
2024
Q4 | $3.14M | Buy |
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|
2024
Q3 | $1.46M | Buy |
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|
2024
Q2 | $1.36M | Buy |
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|
2024
Q1 | $1.28M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.28M | Buy |
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|
2021
Q3 | $1.14M | Buy |
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|
2021
Q2 | $1.15M | Buy |
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|
2021
Q1 | $1.09M | Buy |
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|
2020
Q4 | $1.03M | Buy |
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