MLA
My Legacy 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 | $649K | Sell |
7,584
-555
| -7% | -$47.5K | 0.23% | 118 |
|
|
2025
Q1 | $650K | Sell |
8,139
-51
| -0.6% | -$4.07K | 0.25% | 116 |
|
|
2024
Q4 | $671K | Buy |
8,190
+127
| +2% | +$10.4K | 0.26% | 106 |
|
|
2024
Q3 | $671K | Sell |
8,063
-7,125
| -47% | -$593K | 0.26% | 114 |
|
|
2024
Q2 | $1.19M | Sell |
15,188
-5,608
| -27% | -$438K | 0.38% | 65 |
|
|
2024
Q1 | $1.58M | Sell |
20,796
-1,844
| -8% | -$140K | 0.53% | 47 |
|
|
2023
Q4 | $1.6M | Buy |
22,640
+15,861
| +234% | +$1.12M | 0.58% | 41 |
|
|
2023
Q3 | $430K | Buy |
6,779
+114
| +2% | +$7.23K | 0.17% | 153 |
|
|
2023
Q2 | $446K | Buy |
6,665
+2,563
| +62% | +$172K | 0.18% | 159 |
|
|
2023
Q1 | $256K | Buy |
+4,102
| New | +$256K | 0.11% | 191 |
|