LA
LexAurum 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 | $1.14M | Buy |
13,626
+280
| +2% | +$23.4K | 0.18% | 106 |
|
2025
Q1 | $1.07M | Buy |
13,346
+15
| +0.1% | +$1.2K | 0.2% | 105 |
|
2024
Q4 | $1.08M | Buy |
13,331
+225
| +2% | +$18.2K | 0.21% | 97 |
|
2024
Q3 | $1.09M | Sell |
13,106
-254
| -2% | -$21.1K | 0.24% | 92 |
|
2024
Q2 | $1.04M | Buy |
13,360
+387
| +3% | +$30.2K | 0.25% | 90 |
|
2024
Q1 | $988K | Buy |
12,973
+27
| +0.2% | +$2.06K | 0.25% | 88 |
|
2023
Q4 | $910K | Sell |
12,946
-154
| -1% | -$10.8K | 0.24% | 94 |
|
2023
Q3 | $832K | Buy |
+13,100
| New | +$832K | 0.24% | 92 |
|