HCA
Heck Capital 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 | $17.8M | Buy |
212,570
+2,888
| +1% | +$242K | 1.53% | 15 |
|
|
2025
Q1 | $16.7M | Sell |
209,682
-4,587
| -2% | -$366K | 1.88% | 14 |
|
|
2024
Q4 | $17.3M | Sell |
214,269
-7,602
| -3% | -$615K | 1.99% | 12 |
|
|
2024
Q3 | $18.5M | Buy |
221,871
+19,068
| +9% | +$1.59M | 2.13% | 13 |
|
|
2024
Q2 | $15.8M | Buy |
202,803
+200,464
| +8,571% | +$15.6M | 1.97% | 10 |
|
|
2024
Q1 | $178K | Sell |
2,339
-3,961
| -63% | -$302K | 0.03% | 141 |
|
|
2023
Q4 | $443K | Buy |
6,300
+23
| +0.4% | +$1.62K | 0.07% | 100 |
|
|
2023
Q3 | $399K | Buy |
6,277
+2,319
| +59% | +$147K | 0.07% | 100 |
|
|
2023
Q2 | $264K | Buy |
+3,958
| New | +$264K | 0.05% | 111 |
|