Sunbelt Securities’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 | $438K | Sell |
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|
2025
Q1 | $434K | Buy |
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|
2024
Q4 | $439K | Buy |
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|
2024
Q3 | $449K | Buy |
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|
2024
Q2 | $420K | Buy |
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|
2024
Q1 | $374K | Sell |
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|
2023
Q4 | $374K | Sell |
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|
2023
Q3 | $366K | Buy |
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|
2023
Q2 | $314K | Sell |
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|
2023
Q1 | $314K | Sell |
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|
2022
Q4 | $314K | Buy |
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|
2022
Q3 | $272K | Buy |
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|
2022
Q2 | $288K | Sell |
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|
2022
Q1 | $345K | Sell |
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|
2021
Q4 | $374K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $207K | Buy |
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