SWM
SeaCrest Wealth Management’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 | Buy |
49,221
+27,470
| +126% | +$2.3M | 0.45% | 33 |
|
|
2025
Q1 | $1.74M | Buy |
21,751
+635
| +3% | +$50.7K | 0.2% | 91 |
|
|
2024
Q4 | $1.71M | Buy |
21,116
+1,081
| +5% | +$87.5K | 0.18% | 101 |
|
|
2024
Q3 | $1.67M | Buy |
20,035
+87
| +0.4% | +$7.24K | 0.18% | 108 |
|
|
2024
Q2 | $1.56M | Buy |
19,948
+4,114
| +26% | +$321K | 0.18% | 115 |
|
|
2024
Q1 | $1.21M | Buy |
15,834
+9,401
| +146% | +$716K | 0.15% | 146 |
|
|
2023
Q4 | $448K | Sell |
6,433
-4,950
| -43% | -$345K | 0.06% | 337 |
|
|
2023
Q3 | $723K | Buy |
11,383
+311
| +3% | +$19.7K | 0.09% | 226 |
|
|
2023
Q2 | $738K | Sell |
11,072
-684
| -6% | -$45.6K | 0.09% | 225 |
|
|
2023
Q1 | $733K | Buy |
11,756
+349
| +3% | +$21.8K | 0.1% | 230 |
|
|
2022
Q4 | $689K | Buy |
11,407
+261
| +2% | +$15.8K | 0.1% | 238 |
|
|
2022
Q3 | $601K | Buy |
+11,146
| New | +$601K | 0.09% | 247 |
|