APWA
Atlas Private 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 | $1.65M | Buy |
19,708
+628
| +3% | +$52.6K | 0.21% | 60 |
|
|
2025
Q1 | $1.52M | Buy |
19,080
+968
| +5% | +$77.3K | 0.21% | 58 |
|
|
2024
Q4 | $1.47M | Buy |
18,112
+2,466
| +16% | +$200K | 0.21% | 65 |
|
|
2024
Q3 | $1.3M | Buy |
15,646
+2,080
| +15% | +$173K | 0.19% | 58 |
|
|
2024
Q2 | $1.06M | Buy |
13,566
+9,605
| +242% | +$750K | 0.17% | 59 |
|
|
2024
Q1 | $302K | Buy |
+3,961
| New | +$302K | 0.1% | 85 |
|