CA
Cresta 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 | $19.1M | Buy |
227,856
+10,822
| +5% | +$906K | 9.3% | 3 |
|
|
2025
Q1 | $17.3M | Buy |
217,034
+40,609
| +23% | +$3.24M | 8.98% | 3 |
|
|
2024
Q4 | $14.7M | Hold |
176,425
| – | – | 7.68% | 5 |
|
|
2024
Q3 | $14.7M | Buy |
176,425
+9,307
| +6% | +$774K | 7.68% | 5 |
|
|
2024
Q2 | $13M | Sell |
167,118
-941
| -0.6% | -$73.4K | 7.73% | 4 |
|
|
2024
Q1 | $12.8M | Buy |
168,059
+6,627
| +4% | +$505K | 8.12% | 4 |
|
|
2023
Q4 | $11.3M | Buy |
161,432
+7,695
| +5% | +$541K | 7.57% | 4 |
|
|
2023
Q3 | $9.76M | Buy |
153,737
+43,387
| +39% | +$2.75M | 7.56% | 4 |
|
|
2023
Q2 | $7.36M | Buy |
+110,350
| New | +$7.36M | 5.72% | 4 |
|