SWMG
Sanchez Wealth Management 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 | $27.7M | Buy |
330,379
+10,347
| +3% | +$866K | 6.67% | 4 |
|
|
2025
Q1 | $25.6M | Buy |
320,032
+13,366
| +4% | +$1.07M | 6.94% | 4 |
|
|
2024
Q4 | $24.8M | Buy |
306,666
+13,459
| +5% | +$1.09M | 6.78% | 5 |
|
|
2024
Q3 | $24.4M | Sell |
293,207
-2,865
| -1% | -$238K | 7.44% | 4 |
|
|
2024
Q2 | $23.1M | Buy |
296,072
+45,848
| +18% | +$3.58M | 7.49% | 3 |
|
|
2024
Q1 | $19.1M | Buy |
250,224
+3,606
| +1% | +$275K | 6.46% | 5 |
|
|
2023
Q4 | $17.3M | Buy |
246,618
+83,648
| +51% | +$5.88M | 6.32% | 6 |
|
|
2023
Q3 | $10.3M | Buy |
162,970
+4,779
| +3% | +$303K | 4.17% | 10 |
|
|
2023
Q2 | $10.5M | Buy |
158,191
+4,126
| +3% | +$275K | 4.27% | 10 |
|
|
2023
Q1 | $9.6M | Buy |
154,065
+324
| +0.2% | +$20.2K | 4.23% | 10 |
|
|
2022
Q4 | $9.28M | Buy |
153,741
+1,264
| +0.8% | +$76.3K | 4.55% | 10 |
|
|
2022
Q3 | $8.22M | Buy |
152,477
+106,296
| +230% | +$5.73M | 4.49% | 10 |
|
|
2022
Q2 | $2.65M | Buy |
46,181
+486
| +1% | +$27.9K | 1.32% | 15 |
|
|
2022
Q1 | $2.91M | Buy |
45,695
+1,653
| +4% | +$105K | 1.22% | 15 |
|
|
2021
Q4 | $2.9M | Sell |
44,042
-6,572
| -13% | -$433K | 1.22% | 15 |
|
|
2021
Q3 | $2.98M | Buy |
50,614
+3,641
| +8% | +$214K | 1.34% | 14 |
|
|
2021
Q2 | $2.8M | Buy |
46,973
+4,219
| +10% | +$252K | 1.28% | 14 |
|
|
2021
Q1 | $2.45M | Buy |
42,754
+1,139
| +3% | +$65.1K | 1.24% | 13 |
|
|
2020
Q4 | $2.25M | Buy |
41,615
+36,687
| +744% | +$1.98M | 1.21% | 13 |
|
|
2020
Q3 | $244K | Buy |
+4,928
| New | +$244K | 0.14% | 24 |
|