OWA
ORBA 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 | $4.12M | Sell |
49,239
-58,055
| -54% | -$4.86M | 3.75% | 6 |
|
|
2025
Q1 | $8.57M | Buy |
107,294
+13,658
| +15% | +$1.09M | 4.32% | 3 |
|
|
2024
Q4 | $7.58M | Sell |
93,636
-4,275
| -4% | -$346K | 3.96% | 4 |
|
|
2024
Q3 | $8.15M | Buy |
97,911
+2,089
| +2% | +$174K | 4.12% | 4 |
|
|
2024
Q2 | $7.48M | Buy |
95,822
+4,993
| +5% | +$390K | 3.87% | 5 |
|
|
2024
Q1 | $6.92M | Buy |
90,829
+2,221
| +3% | +$169K | 3.83% | 6 |
|
|
2023
Q4 | $6.23M | Buy |
+88,608
| New | +$6.23M | 3.73% | 5 |
|