TCV Trust & Wealth Management’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 | $1.16M | Hold |
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|
2025
Q1 | $1.11M | Hold |
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|
2024
Q4 | $1.12M | Hold |
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|
2024
Q3 | $1.16M | Hold |
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|
2024
Q2 | $1.08M | Sell |
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|
2024
Q1 | $1.07M | Hold |
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|
2023
Q4 | $989K | Sell |
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|
2023
Q3 | $911K | Hold |
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|
2023
Q2 | $957K | Hold |
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|
2023
Q1 | $895K | Hold |
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|
2022
Q4 | $866K | Hold |
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|
2022
Q3 | $774K | Hold |
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|
2022
Q2 | $822K | Hold |
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|
2022
Q1 | $914K | Hold |
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|
2021
Q4 | $945K | Hold |
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|
2021
Q3 | $844K | Hold |
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|
2021
Q2 | $853K | Hold |
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|
2021
Q1 | $821K | Sell |
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|
2020
Q4 | $1.06M | Sell |
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|
2020
Q3 | $1.09M | Hold |
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|
2020
Q2 | $1M | Buy |
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