Triangle Securities Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Triangle Securities Wealth Management’s Portfolio DGRW Stock Details DGRW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$421K	Hold	4,405	–	–	0.08%	171
2026 Q1	$387K	Sell	4,405 -140	-3%	-$12.7K	0.09%	169
2025 Q4	$406K	Hold	4,545	–	–	0.09%	172
2025 Q3	$404K	Sell	4,545 -75	-2%	-$6.5K	0.09%	169
2025 Q2	$387K	Hold	4,620	–	–	0.1%	170
2025 Q1	$369K	Sell	4,620 -240	-5%	-$19.7K	0.09%	172
2024 Q4	$393K	Sell	4,860 -25	-0.5%	-$2.09K	0.1%	163
2024 Q3	$406K	Sell	4,885 -20	-0.4%	-$1.6K	0.11%	166
2024 Q2	$383K	Sell	4,905 -300	-6%	-$22.7K	0.11%	166
2024 Q1	$397K	Hold	5,205	–	–	0.11%	162
2023 Q4	$366K	Sell	5,205 -69	-1%	-$4.56K	0.11%	161
2023 Q3	$335K	Sell	5,274 -770	-13%	-$51.2K	0.12%	157
2023 Q2	$403K	Sell	6,044 -195	-3%	-$12.4K	0.14%	148
2023 Q1	$389K	Sell	6,239 -30	-0.5%	-$1.84K	0.14%	151
2022 Q4	$378K	Sell	6,269 -13	-0.2%	-$776	0.14%	153
2022 Q3	$339K	Sell	6,282 -540	-8%	-$31.9K	0.14%	149
2022 Q2	$391K	Sell	6,822 -225	-3%	-$13.6K	0.15%	142
2022 Q1	$449K	Sell	7,047 -75	-1%	-$4.73K	0.15%	141
2021 Q4	$469K	Sell	7,122 -720	-9%	-$45.2K	0.15%	138
2021 Q3	$461K	Buy	7,842 +49	+0.6%	+$3K	0.16%	136
2021 Q2	$465K	Sell	7,793 -305	-4%	-$18K	0.16%	135
2021 Q1	$463K	Sell	8,098 -887	-10%	-$48.7K	0.17%	132
2020 Q4	$485K	Sell	8,985 -50	-0.6%	-$2.59K	0.19%	126
2020 Q3	$448K	Sell	9,035 -20	-0.2%	-$971	0.2%	119
2020 Q2	$412K	Sell	9,055 -750	-8%	-$32.5K	0.2%	119
2020 Q1	$382K	Sell	9,805 -65	-0.7%	-$2.95K	0.22%	112
2019 Q4	$478K	Sell	9,870 -2,505	-20%	-$117K	0.21%	114
2019 Q3	$558K	Buy	12,375 +345	+3%	+$15.3K	0.27%	99
2019 Q2	$530K	Sell	12,030 -140	-1%	-$6.06K	0.27%	93
2019 Q1	$524K	Sell	12,170 -90	-0.7%	-$3.71K	0.27%	91
2018 Q4	$470K	Sell	12,260 -1,275	-9%	-$52.7K	0.28%	94
2018 Q3	$600K	Sell	13,535 -60	-0.4%	-$2.59K	0.32%	90
2018 Q2	$558K	Buy	13,595 +665	+5%	+$27.3K	0.31%	92
2018 Q1	$522K	Buy	12,930 +4,700	+57%	+$198K	0.3%	95
2017 Q4	$341K	Buy	8,230 +2,905	+55%	+$116K	0.19%	110
2017 Q3	$203K	Buy	+5,325	New	+$199K	0.12%	137