CWA
Continuum Wealth 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 | $4.33M | Sell |
51,695
-118,432
| -70% | -$9.92M | 2.08% | 13 |
|
|
2025
Q1 | $13.6M | Sell |
170,127
-1,074
| -0.6% | -$85.8K | 6.97% | 5 |
|
|
2024
Q4 | $13.9M | Buy |
171,201
+7,638
| +5% | +$618K | 7.01% | 4 |
|
|
2024
Q3 | $13.6M | Sell |
163,563
-86,092
| -34% | -$7.16M | 7.3% | 4 |
|
|
2024
Q2 | $19.5M | Buy |
249,655
+18,565
| +8% | +$1.45M | 10.25% | 4 |
|
|
2024
Q1 | $17.6M | Buy |
231,090
+6,649
| +3% | +$507K | 9.95% | 4 |
|
|
2023
Q4 | $15.8M | Buy |
224,441
+7,815
| +4% | +$549K | 10.23% | 4 |
|
|
2023
Q3 | $13.8M | Buy |
216,626
+4,793
| +2% | +$304K | 9.69% | 3 |
|
|
2023
Q2 | $14.1M | Buy |
211,833
+32,523
| +18% | +$2.17M | 10% | 3 |
|
|
2023
Q1 | $11.2M | Sell |
179,310
-24,200
| -12% | -$1.51M | 9.12% | 5 |
|
|
2022
Q4 | $12.3M | Buy |
+203,510
| New | +$12.3M | 12.2% | 3 |
|