DWAM
Duncan Williams Asset 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 | $37.1M | Buy |
442,863
+54,401
| +14% | +$4.56M | 11.71% | 2 |
|
|
2025
Q1 | $31M | Buy |
388,462
+218,492
| +129% | +$17.4M | 11.21% | 2 |
|
|
2024
Q4 | $13.8M | Buy |
169,970
+20,844
| +14% | +$1.69M | 5.42% | 4 |
|
|
2024
Q3 | $12.4M | Buy |
149,126
+34,830
| +30% | +$2.9M | 6.84% | 3 |
|
|
2024
Q2 | $8.92M | Buy |
114,296
+11,267
| +11% | +$879K | 7.52% | 3 |
|
|
2024
Q1 | $7.85M | Buy |
+103,029
| New | +$7.85M | 7.07% | 3 |
|