AAS
Avantax Advisory Services’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 | $40.8M | Buy |
487,073
+31,681
| +7% | +$2.65M | 0.22% | 70 |
|
|
2025
Q1 | $36.4M | Buy |
455,392
+36,581
| +9% | +$2.92M | 0.22% | 70 |
|
|
2024
Q4 | $33.9M | Buy |
418,811
+37,411
| +10% | +$3.03M | 0.21% | 70 |
|
|
2024
Q3 | $31.7M | Buy |
381,400
+20,343
| +6% | +$1.69M | 0.21% | 74 |
|
|
2024
Q2 | $28.2M | Buy |
361,057
+33,083
| +10% | +$2.58M | 0.2% | 77 |
|
|
2024
Q1 | $25M | Buy |
327,974
+37,288
| +13% | +$2.84M | 0.22% | 68 |
|
|
2023
Q4 | $20.4M | Buy |
290,686
+32,490
| +13% | +$2.28M | 0.2% | 80 |
|
|
2023
Q3 | $16.4M | Buy |
258,196
+185,818
| +257% | +$11.8M | 0.18% | 93 |
|
|
2023
Q2 | $4.82M | Buy |
72,378
+4,755
| +7% | +$317K | 0.06% | 261 |
|
|
2023
Q1 | $4.22M | Buy |
67,623
+1,065
| +2% | +$66.4K | 0.05% | 279 |
|
|
2022
Q4 | $4.02M | Buy |
66,558
+2,411
| +4% | +$146K | 0.05% | 265 |
|
|
2022
Q3 | $3.46M | Sell |
64,147
-5,088
| -7% | -$274K | 0.05% | 264 |
|
|
2022
Q2 | $3.97M | Buy |
69,235
+8,837
| +15% | +$506K | 0.06% | 242 |
|
|
2022
Q1 | $3.84M | Buy |
60,398
+6,774
| +13% | +$430K | 0.05% | 251 |
|
|
2021
Q4 | $3.53M | Buy |
53,624
+7,553
| +16% | +$497K | 0.05% | 257 |
|
|
2021
Q3 | $2.72M | Buy |
46,071
+7,652
| +20% | +$451K | 0.05% | 284 |
|
|
2021
Q2 | $2.29M | Sell |
38,419
-4,599
| -11% | -$274K | 0.04% | 304 |
|
|
2021
Q1 | $2.46M | Buy |
43,018
+2,097
| +5% | +$120K | 0.05% | 257 |
|
|
2020
Q4 | $2.21M | Sell |
40,921
-55,356
| -57% | -$2.98M | 0.05% | 254 |
|
|
2020
Q3 | $4.77M | Buy |
96,277
+74,888
| +350% | +$3.71M | 0.08% | 216 |
|
|
2020
Q2 | $975K | Buy |
21,389
+4,843
| +29% | +$221K | 0.03% | 350 |
|
|
2020
Q1 | $646K | Buy |
16,546
+5,860
| +55% | +$229K | 0.02% | 384 |
|
|
2019
Q4 | $521K | Buy |
10,686
+5,701
| +114% | +$278K | 0.01% | 465 |
|
|
2019
Q3 | $227K | Buy |
+4,985
| New | +$227K | 0.01% | 505 |
|