Triangle Securities 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 | $404K | Sell |
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|
2025
Q2 | $387K | Hold |
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|
2025
Q1 | $369K | Sell |
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|
2024
Q4 | $393K | Sell |
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|
2024
Q3 | $406K | Sell |
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|
2024
Q2 | $383K | Sell |
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|
2024
Q1 | $397K | Hold |
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|
2023
Q4 | $366K | Sell |
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|
2023
Q3 | $335K | Sell |
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|
2023
Q2 | $403K | Sell |
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|
2023
Q1 | $389K | Sell |
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|
2022
Q4 | $378K | Sell |
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|
2022
Q3 | $339K | Sell |
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|
2022
Q2 | $391K | Sell |
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|
2022
Q1 | $449K | Sell |
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|
2021
Q4 | $469K | Sell |
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|
2021
Q3 | $461K | Buy |
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|
2021
Q2 | $465K | Sell |
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|
2021
Q1 | $463K | Sell |
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|
2020
Q4 | $485K | Sell |
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|
2020
Q3 | $448K | Sell |
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|
2020
Q2 | $412K | Sell |
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|
2020
Q1 | $382K | Sell |
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|
2019
Q4 | $478K | Sell |
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|
2019
Q3 | $558K | Buy |
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|
2019
Q2 | $530K | Sell |
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|
2019
Q1 | $524K | Sell |
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|
2018
Q4 | $470K | Sell |
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|
2018
Q3 | $600K | Sell |
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|
2018
Q2 | $558K | Buy |
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|
2018
Q1 | $522K | Buy |
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|
2017
Q4 | $341K | Buy |
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|
2017
Q3 | $203K | Buy |
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