Thrive 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
Q3 | $665K | Buy |
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|
2025
Q2 | $577K | Sell |
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|
2025
Q1 | $552K | Buy |
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|
2024
Q4 | $543K | Hold |
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|
2024
Q3 | $558K | Sell |
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|
2024
Q2 | $545K | Buy |
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|
2024
Q1 | $531K | Buy |
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|
2023
Q4 | $410K | Hold |
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|
2023
Q3 | $370K | Sell |
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|
2023
Q2 | $402K | Sell |
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|
2023
Q1 | $388K | Sell |
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|
2022
Q4 | $376K | Hold |
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|
2022
Q3 | $336K | Sell |
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|
2022
Q2 | $365K | Buy |
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