AWA
Alta Wealth Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $493K | Buy |
5,889
+356
| +6% | +$29.8K | 0.23% | 69 |
|
|
2025
Q1 | $442K | Buy |
5,533
+739
| +15% | +$59K | 0.2% | 86 |
|
|
2024
Q4 | $388K | Buy |
4,794
+346
| +8% | +$28K | 0.17% | 103 |
|
|
2024
Q3 | $370K | Buy |
4,448
+7
| +0.2% | +$582 | 0.17% | 98 |
|
|
2024
Q2 | $347K | Sell |
4,441
-7
| -0.2% | -$546 | 0.17% | 100 |
|
|
2024
Q1 | $339K | Buy |
4,448
+700
| +19% | +$53.3K | 0.17% | 102 |
|
|
2023
Q4 | $263K | Sell |
3,748
-812
| -18% | -$57.1K | 0.15% | 111 |
|
|
2023
Q3 | $289K | Buy |
+4,560
| New | +$289K | 0.18% | 111 |
|
|
2022
Q4 | – | Sell |
-11,856
| Closed | -$639K | – | 143 |
|
|
2022
Q3 | $639K | Hold |
11,856
| – | – | 0.46% | 66 |
|
|
2022
Q2 | $681K | Hold |
11,856
| – | – | 0.47% | 61 |
|
|
2022
Q1 | $755K | Hold |
11,856
| – | – | 0.45% | 64 |
|
|
2021
Q4 | $781K | Hold |
11,856
| – | – | 0.48% | 66 |
|
|
2021
Q3 | $698K | Buy |
11,856
+70
| +0.6% | +$4.12K | 0.51% | 68 |
|
|
2021
Q2 | $703K | Buy |
11,786
+163
| +1% | +$9.72K | 0.52% | 71 |
|
|
2021
Q1 | $665K | Sell |
11,623
-51
| -0.4% | -$2.92K | 0.56% | 70 |
|
|
2020
Q4 | $630K | Buy |
+11,674
| New | +$630K | 0.53% | 63 |
|