SPWG
Sage Private Wealth Group’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 | $35.7M | Buy |
426,417
+184,583
| +76% | +$15.5M | 22.87% | 1 |
|
|
2025
Q1 | $19.3M | Sell |
241,834
-1,441
| -0.6% | -$115K | 14.62% | 2 |
|
|
2024
Q4 | $19.7M | Sell |
243,275
-12,754
| -5% | -$1.03M | 14.78% | 2 |
|
|
2024
Q3 | $21.3M | Sell |
256,029
-7,779
| -3% | -$647K | 16.78% | 1 |
|
|
2024
Q2 | $20.6M | Buy |
263,808
+61,726
| +31% | +$4.82M | 17.33% | 1 |
|
|
2024
Q1 | $15.4M | Buy |
202,082
+11,246
| +6% | +$857K | 12.34% | 2 |
|
|
2023
Q4 | $13.4M | Buy |
+190,836
| New | +$13.4M | 11.96% | 3 |
|