Wealth Management Associates’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 | $694K | Buy |
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|
2025
Q2 | $647K | Buy |
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|
2025
Q1 | $605K | Buy |
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|
2024
Q4 | $609K | Buy |
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|
2024
Q3 | $626K | Buy |
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|
2024
Q2 | $586K | Hold |
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|
2024
Q1 | $586K | Buy |
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|
2023
Q4 | $527K | Buy |
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|
2023
Q3 | $475K | Buy |
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|
2023
Q2 | $499K | Buy |
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|
2023
Q1 | $453K | Buy |
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|
2022
Q4 | $420K | Buy |
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|
2022
Q3 | $375K | Buy |
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|
2022
Q2 | $398K | Sell |
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|
2022
Q1 | $460K | Buy |
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|
2021
Q4 | $475K | Buy |
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|
2021
Q3 | $418K | Buy |
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|
2021
Q2 | $424K | Buy |
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|
2021
Q1 | $406K | Buy |
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|
2020
Q4 | $382K | Sell |
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|
2020
Q3 | $357K | Sell |
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|
2020
Q2 | $334K | Sell |
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|
2020
Q1 | $286K | Buy |
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|
2019
Q4 | $346K | Sell |
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|
2019
Q3 | $323K | Buy |
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|
2019
Q2 | $300K | Sell |
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|
2019
Q1 | $297K | Sell |
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|
2018
Q4 | $266K | Buy |
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