Axxcess Wealth Management’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 | $910K | Sell |
10,864
-64
| -0.6% | -$5.36K | 0.02% | 448 |
|
|
2025
Q1 | $873K | Sell |
10,928
-8,741
| -44% | -$698K | 0.02% | 423 |
|
|
2024
Q4 | $1.59M | Buy |
19,669
+10,776
| +121% | +$872K | 0.04% | 319 |
|
|
2024
Q3 | $740K | Sell |
8,893
-8
| -0.1% | -$666 | 0.02% | 461 |
|
|
2024
Q2 | $695K | Sell |
8,901
-199
| -2% | -$15.5K | 0.02% | 455 |
|
|
2024
Q1 | $693K | Buy |
9,100
+39
| +0.4% | +$2.97K | 0.02% | 455 |
|
|
2023
Q4 | $637K | Buy |
+9,061
| New | +$637K | 0.02% | 454 |
|
|
2022
Q2 | – | Sell |
-6,183
| Closed | -$394K | – | 564 |
|
|
2022
Q1 | $394K | Sell |
6,183
-1,489
| -19% | -$94.9K | 0.03% | 409 |
|
|
2021
Q4 | $505K | Buy |
+7,672
| New | +$505K | 0.04% | 353 |
|