HHGA
Halbert Hargrove Global 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 | $211K | Hold |
2,523
| – | – | 0.01% | 72 |
|
|
2025
Q1 | $201K | Sell |
2,523
-653
| -21% | -$52.1K | 0.01% | 73 |
|
|
2024
Q4 | $257K | Hold |
3,176
| – | – | 0.01% | 65 |
|
|
2024
Q3 | $264K | Hold |
3,176
| – | – | 0.01% | 65 |
|
|
2024
Q2 | $248K | Hold |
3,176
| – | – | 0.01% | 67 |
|
|
2024
Q1 | $242K | Hold |
3,176
| – | – | 0.02% | 75 |
|
|
2023
Q4 | $223K | Sell |
3,176
-596
| -16% | -$41.9K | 0.02% | 83 |
|
|
2023
Q3 | $239K | Hold |
3,772
| – | – | 0.02% | 78 |
|
|
2023
Q2 | $251K | Buy |
+3,772
| New | +$251K | 0.02% | 74 |
|