Venturi 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
Q1 | – | Sell |
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|
2024
Q4 | $28.7K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $7.78M | Sell |
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|
2017
Q4 | $8.85M | Buy |
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|
2017
Q3 | $7.93M | Sell |
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|
2017
Q2 | $7.7M | Sell |
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|
2017
Q1 | $8.56M | Sell |
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|
2016
Q4 | $8.73M | Buy |
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|
2016
Q3 | $7.71M | Buy |
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|
2016
Q2 | $6.96M | Buy |
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|
2016
Q1 | $2.86M | Buy |
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|
2015
Q4 | $2.21M | Buy |
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