MAM
MWA Asset 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 | $500K | Buy |
5,971
+63
| +1% | +$5.28K | 0.31% | 77 |
|
|
2025
Q1 | $472K | Hold |
5,908
| – | – | 0.33% | 76 |
|
|
2024
Q4 | $478K | Buy |
5,908
+74
| +1% | +$5.99K | 0.32% | 79 |
|
|
2024
Q3 | $485K | Sell |
5,834
-60
| -1% | -$4.99K | 0.32% | 82 |
|
|
2024
Q2 | $460K | Buy |
5,894
+380
| +7% | +$29.7K | 0.33% | 80 |
|
|
2024
Q1 | $420K | Buy |
5,514
+1,705
| +45% | +$130K | 0.3% | 85 |
|
|
2023
Q4 | $268K | Buy |
+3,809
| New | +$268K | 0.22% | 96 |
|