CA
Cetera 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $50.9M | Buy |
668,590
+259,585
| +63% | +$19.8M | 0.4% | 43 |
|
|
2023
Q4 | $28.7M | Buy |
409,005
+153,213
| +60% | +$10.8M | 0.4% | 51 |
|
|
2023
Q3 | $16.2M | Buy |
255,792
+33,514
| +15% | +$2.13M | 0.25% | 90 |
|
|
2023
Q2 | $14.8M | Buy |
222,278
+30,775
| +16% | +$2.05M | 0.23% | 99 |
|
|
2023
Q1 | $11.9M | Buy |
191,503
+57,453
| +43% | +$3.58M | 0.2% | 113 |
|
|
2022
Q4 | $8.09M | Buy |
134,050
+7,992
| +6% | +$482K | 0.15% | 150 |
|
|
2022
Q3 | $6.8M | Buy |
126,058
+19,100
| +18% | +$1.03M | 0.18% | 126 |
|
|
2022
Q2 | $6.13M | Sell |
106,958
-79
| -0.1% | -$4.53K | 0.14% | 150 |
|
|
2022
Q1 | $6.82M | Buy |
107,037
+4,074
| +4% | +$259K | 0.14% | 152 |
|
|
2021
Q4 | $6.78M | Buy |
102,963
+5,949
| +6% | +$392K | 0.14% | 151 |
|
|
2021
Q3 | $5.71M | Buy |
97,014
+6,829
| +8% | +$402K | 0.11% | 189 |
|
|
2021
Q2 | $5.38M | Buy |
90,185
+17,632
| +24% | +$1.05M | 0.13% | 170 |
|
|
2021
Q1 | $4.15M | Buy |
72,553
+3,623
| +5% | +$207K | 0.11% | 191 |
|
|
2020
Q4 | $3.72M | Buy |
68,930
+7,435
| +12% | +$401K | 0.12% | 171 |
|
|
2020
Q3 | $3.05M | Sell |
61,495
-72,075
| -54% | -$3.57M | 0.11% | 176 |
|
|
2020
Q2 | $6.08M | Buy |
133,570
+2,776
| +2% | +$126K | 0.26% | 81 |
|
|
2020
Q1 | $5.09M | Buy |
130,794
+15,621
| +14% | +$608K | 0.27% | 78 |
|
|
2019
Q4 | $5.59M | Sell |
115,173
-11,763
| -9% | -$571K | 0.24% | 94 |
|
|
2019
Q3 | $5.74M | Buy |
126,936
+38,908
| +44% | +$1.76M | 0.25% | 90 |
|
|
2019
Q2 | $3.84M | Buy |
+88,028
| New | +$3.84M | 0.17% | 132 |
|