LAS
LWM Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,509
| Closed | -$301K | – | 150 |
|
|
2023
Q2 | $301K | Sell |
4,509
-74,479
| -94% | -$4.96M | 0.32% | 59 |
|
|
2023
Q1 | $4.92M | Sell |
78,988
-6,756
| -8% | -$421K | 5.26% | 5 |
|
|
2022
Q4 | $5.18M | Buy |
85,744
+31,912
| +59% | +$1.93M | 5.72% | 4 |
|
|
2022
Q3 | $2.9M | Buy |
53,832
+8,888
| +20% | +$479K | 3.29% | 6 |
|
|
2022
Q2 | $2.58M | Buy |
+44,944
| New | +$2.58M | 3.09% | 7 |
|