Windsor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $381K | Sell |
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|
2023
Q2 | $402K | Buy |
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|
2023
Q1 | $360K | Buy |
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|
2022
Q4 | $353K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $2.65M | Buy |
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|
2021
Q4 | $1.36M | Buy |
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|
2021
Q3 | $1.22M | Sell |
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|
2021
Q2 | $1.25M | Sell |
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|
2021
Q1 | $1.29M | Sell |
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|
2020
Q4 | $1.38M | Sell |
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|
2020
Q3 | $1.38M | Sell |
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|
2020
Q2 | $1.53M | Sell |
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|
2020
Q1 | $1.43M | Buy |
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|
2019
Q4 | $1.66M | Buy |
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|
2019
Q3 | $1.45M | Buy |
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|
2019
Q2 | $974K | Buy |
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|
2019
Q1 | $452K | Buy |
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|
2018
Q4 | $321K | Buy |
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