BA
BCM 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 | $34.1M | Buy |
396,283
+3,638
| +0.9% | +$313K | 7.25% | 6 |
|
|
2025
Q1 | $31M | Sell |
392,645
-9,064
| -2% | -$715K | 7.02% | 6 |
|
|
2024
Q4 | $33.5M | Buy |
401,709
+57
| +0% | +$4.75K | 7.48% | 6 |
|
|
2024
Q3 | $33M | Sell |
401,652
-4,778
| -1% | -$392K | 7.56% | 5 |
|
|
2024
Q2 | $32M | Sell |
406,430
-3,870
| -0.9% | -$305K | 7.6% | 6 |
|
|
2024
Q1 | $30.2M | Sell |
410,300
-6,009
| -1% | -$442K | 7.64% | 5 |
|
|
2023
Q4 | $30M | Buy |
416,309
+23,604
| +6% | +$1.7M | 7.88% | 5 |
|
|
2023
Q3 | $25.6M | Buy |
+392,705
| New | +$25.6M | 7.58% | 5 |
|