ACA
Aspire Capital 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 | $30.1M | Buy |
359,257
+9,563
| +3% | +$801K | 8.31% | 1 |
|
|
2025
Q1 | $27.9M | Sell |
349,694
-47,958
| -12% | -$3.83M | 8.34% | 2 |
|
|
2024
Q4 | $32.2M | Buy |
397,652
+13,627
| +4% | +$1.1M | 9.21% | 2 |
|
|
2024
Q3 | $32M | Buy |
384,025
+12,743
| +3% | +$1.06M | 9.53% | 1 |
|
|
2024
Q2 | $29M | Buy |
371,282
+8,895
| +2% | +$694K | 9.48% | 1 |
|
|
2024
Q1 | $27.6M | Sell |
362,387
-10,458
| -3% | -$797K | 9.3% | 1 |
|
|
2023
Q4 | $26.2M | Sell |
372,845
-192
| -0.1% | -$13.5K | 10.63% | 1 |
|
|
2023
Q3 | $23.7M | Buy |
373,037
+43,161
| +13% | +$2.74M | 10.78% | 1 |
|
|
2023
Q2 | $22M | Buy |
329,876
+5,413
| +2% | +$361K | 10.68% | 1 |
|
|
2023
Q1 | $20.2M | Buy |
324,463
+6,564
| +2% | +$409K | 10.61% | 1 |
|
|
2022
Q4 | $19.2M | Buy |
317,899
+36,846
| +13% | +$2.22M | 10.93% | 1 |
|
|
2022
Q3 | $15.2M | Buy |
281,053
+6,704
| +2% | +$361K | 12.01% | 2 |
|
|
2022
Q2 | $15.7M | Sell |
274,349
-42,396
| -13% | -$2.43M | 11.92% | 2 |
|
|
2022
Q1 | $20.2M | Buy |
+316,745
| New | +$20.2M | 19.18% | 1 |
|