AWE
Avidian Wealth Enterprises’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 | $9.88M | Buy |
117,955
+2,553
| +2% | +$214K | 0.4% | 41 |
|
|
2025
Q1 | $9.22M | Buy |
115,402
+482
| +0.4% | +$38.5K | 0.41% | 42 |
|
|
2024
Q4 | $9.3M | Buy |
114,920
+13,268
| +13% | +$1.07M | 0.42% | 42 |
|
|
2024
Q3 | $8.46M | Buy |
101,652
+12,880
| +15% | +$1.07M | 0.38% | 43 |
|
|
2024
Q2 | $6.93M | Buy |
88,772
+7,897
| +10% | +$616K | 0.29% | 50 |
|
|
2024
Q1 | $6.16M | Buy |
80,875
+23,870
| +42% | +$1.82M | 0.3% | 49 |
|
|
2023
Q4 | $4.01M | Buy |
57,005
+24,655
| +76% | +$1.73M | 0.25% | 70 |
|
|
2023
Q3 | $2.05M | Buy |
32,350
+14,796
| +84% | +$939K | 0.14% | 98 |
|
|
2023
Q2 | $1.17M | Sell |
17,554
-58,661
| -77% | -$3.91M | 0.08% | 157 |
|
|
2023
Q1 | $4.75M | Buy |
76,215
+482
| +0.6% | +$30K | 0.26% | 77 |
|
|
2022
Q4 | $4.57M | Sell |
75,733
-734
| -1% | -$44.3K | 0.3% | 73 |
|
|
2022
Q3 | $4.12M | Sell |
76,467
-385,272
| -83% | -$20.8M | 0.3% | 61 |
|
|
2022
Q2 | $26.5M | Buy |
461,739
+26,654
| +6% | +$1.53M | 1.87% | 9 |
|
|
2022
Q1 | $27.7M | Buy |
435,085
+424,408
| +3,975% | +$27M | 1.7% | 9 |
|
|
2021
Q4 | $703K | Buy |
+10,677
| New | +$703K | 0.04% | 235 |
|