GWP
Gateway Wealth Partners’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 | $6.05M | Sell |
72,223
-3,017
| -4% | -$253K | 1.15% | 18 |
|
|
2025
Q1 | $6.01M | Buy |
75,240
+47,998
| +176% | +$3.83M | 1.35% | 10 |
|
|
2024
Q4 | $2.2M | Buy |
27,242
+207
| +0.8% | +$16.8K | 0.57% | 47 |
|
|
2024
Q3 | $2.25M | Buy |
27,035
+5,500
| +26% | +$458K | 0.62% | 44 |
|
|
2024
Q2 | $1.68M | Buy |
21,535
+2,046
| +10% | +$160K | 0.51% | 51 |
|
|
2024
Q1 | $1.48M | Buy |
19,489
+5,820
| +43% | +$443K | 0.53% | 52 |
|
|
2023
Q4 | $961K | Buy |
13,669
+10,371
| +314% | +$729K | 0.39% | 69 |
|
|
2023
Q3 | $209K | Buy |
+3,298
| New | +$209K | 0.04% | 246 |
|