MWA
Muirfield Wealth 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 | $1.07M | Sell |
12,802
-3,728
| -23% | -$312K | 0.85% | 27 |
|
|
2025
Q1 | $1.32M | Sell |
16,530
-2,044
| -11% | -$163K | 1.12% | 22 |
|
|
2024
Q4 | $1.5M | Buy |
18,574
+6,272
| +51% | +$508K | 1.24% | 19 |
|
|
2024
Q3 | $1.02M | Buy |
12,302
+7,662
| +165% | +$638K | 0.87% | 26 |
|
|
2024
Q2 | $362K | Buy |
4,640
+900
| +24% | +$70.2K | 0.34% | 48 |
|
|
2024
Q1 | $285K | Buy |
3,740
+12
| +0.3% | +$914 | 0.27% | 51 |
|
|
2023
Q4 | $262K | Buy |
+3,728
| New | +$262K | 0.28% | 50 |
|