MTWM
Masso Torrence 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 | $7.83M | Buy |
93,477
+4,398
| +5% | +$368K | 3.62% | 7 |
|
|
2025
Q1 | $7.11M | Sell |
89,079
-5,090
| -5% | -$406K | 3.8% | 7 |
|
|
2024
Q4 | $7.62M | Buy |
94,169
+3,549
| +4% | +$287K | 4% | 6 |
|
|
2024
Q3 | $7.54M | Sell |
90,620
-21
| -0% | -$1.75K | 4.07% | 6 |
|
|
2024
Q2 | $7.07M | Buy |
90,641
+6,679
| +8% | +$521K | 3.92% | 6 |
|
|
2024
Q1 | $6.4M | Buy |
83,962
+8,311
| +11% | +$633K | 3.8% | 7 |
|
|
2023
Q4 | $5.32M | Buy |
75,651
+11,563
| +18% | +$813K | 3.63% | 7 |
|
|
2023
Q3 | $4.07M | Sell |
64,088
-1,482
| -2% | -$94.1K | 3.13% | 10 |
|
|
2023
Q2 | $4.37M | Buy |
65,570
+7,011
| +12% | +$467K | 3.15% | 8 |
|
|
2023
Q1 | $3.65M | Sell |
58,559
-5,422
| -8% | -$338K | 2.89% | 9 |
|
|
2022
Q4 | $3.86M | Buy |
63,981
+20,698
| +48% | +$1.25M | 3.08% | 7 |
|
|
2022
Q3 | $2.33M | Buy |
43,283
+1,096
| +3% | +$59.1K | 2.06% | 17 |
|
|
2022
Q2 | $2.42M | Buy |
42,187
+1,138
| +3% | +$65.2K | 2.13% | 20 |
|
|
2022
Q1 | $2.61M | Buy |
41,049
+6,958
| +20% | +$443K | 2.09% | 18 |
|
|
2021
Q4 | $2.25M | Buy |
+34,091
| New | +$2.25M | 1.57% | 20 |
|