SAG
SageView Advisory 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 | $670K | Sell |
7,783
-979
| -11% | -$84.3K | 0.03% | 311 |
|
|
2025
Q1 | $700K | Sell |
8,762
-1,376
| -14% | -$110K | 0.03% | 280 |
|
|
2024
Q4 | $820K | Buy |
10,138
+3,886
| +62% | +$314K | 0.04% | 252 |
|
|
2024
Q3 | $520K | Sell |
6,252
-2,591
| -29% | -$216K | 0.03% | 296 |
|
|
2024
Q2 | $690K | Buy |
+8,843
| New | +$690K | 0.03% | 286 |
|
|
2024
Q1 | – | Sell |
-94,630
| Closed | -$6.82M | – | 568 |
|
|
2023
Q4 | $6.82M | Buy |
94,630
+71,248
| +305% | +$5.13M | 0.29% | 51 |
|
|
2023
Q3 | $1.48M | Sell |
23,382
-6,684
| -22% | -$424K | 0.09% | 145 |
|
|
2023
Q2 | $2M | Buy |
30,066
+11,448
| +61% | +$763K | 0.11% | 118 |
|
|
2023
Q1 | $1.16M | Buy |
18,618
+287
| +2% | +$17.9K | 0.07% | 183 |
|
|
2022
Q4 | $1.11M | Buy |
+18,331
| New | +$1.11M | 0.09% | 145 |
|