HWM
Horizon Wealth 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 | $55.9M | Buy |
667,745
+1,133
| +0.2% | +$94.9K | 9.82% | 3 |
|
|
2025
Q1 | $53.2M | Buy |
666,612
+5,565
| +0.8% | +$444K | 8.97% | 3 |
|
|
2024
Q4 | $53.5M | Buy |
661,047
+142,470
| +27% | +$11.5M | 9.31% | 4 |
|
|
2024
Q3 | $43.2M | Buy |
518,577
+253,860
| +96% | +$21.1M | 8.61% | 3 |
|
|
2024
Q2 | $20.7M | Buy |
+264,717
| New | +$20.7M | 4.92% | 6 |
|
|
2022
Q3 | – | Sell |
-118,885
| Closed | -$6.81M | – | 83 |
|
|
2022
Q2 | $6.81M | Sell |
118,885
-3,996
| -3% | -$229K | 2.82% | 12 |
|
|
2022
Q1 | $7.82M | Sell |
122,881
-3,417
| -3% | -$218K | 2.43% | 14 |
|
|
2021
Q4 | $8.32M | Buy |
+126,298
| New | +$8.32M | 2.42% | 13 |
|