HGA
Hobbs Group 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 | $6.07M | Sell |
72,461
-4,865
| -6% | -$407K | 2.07% | 11 |
|
|
2025
Q1 | $6.18M | Sell |
77,326
-13,519
| -15% | -$1.08M | 2.35% | 10 |
|
|
2024
Q4 | $7.35M | Sell |
90,845
-56,959
| -39% | -$4.61M | 2.76% | 9 |
|
|
2024
Q3 | $12.3M | Buy |
147,804
+8,684
| +6% | +$723K | 4.41% | 5 |
|
|
2024
Q2 | $10.9M | Buy |
+139,120
| New | +$10.9M | 4.13% | 5 |
|
|
2023
Q4 | $14M | Buy |
+198,878
| New | +$14M | 6.23% | 3 |
|