SFA
Sequoia Financial 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 | $10.6M | Sell |
126,060
-2,339
| -2% | -$196K | 0.07% | 185 |
|
|
2025
Q1 | $10.3M | Sell |
128,399
-4,146
| -3% | -$331K | 0.08% | 183 |
|
|
2024
Q4 | $10.7M | Sell |
132,545
-7,324
| -5% | -$593K | 0.1% | 168 |
|
|
2024
Q3 | $11.6M | Sell |
139,869
-19,648
| -12% | -$1.63M | 0.12% | 141 |
|
|
2024
Q2 | $12.5M | Sell |
159,517
-11,078
| -6% | -$865K | 0.15% | 119 |
|
|
2024
Q1 | $13M | Sell |
170,595
-6,600
| -4% | -$503K | 0.16% | 118 |
|
|
2023
Q4 | $12.5M | Sell |
177,195
-8,217
| -4% | -$577K | 0.15% | 129 |
|
|
2023
Q3 | $11.8M | Sell |
185,412
-1,296
| -0.7% | -$82.3K | 0.21% | 91 |
|
|
2023
Q2 | $12.4M | Sell |
186,708
-1,126
| -0.6% | -$75.1K | 0.21% | 84 |
|
|
2023
Q1 | $11.7M | Sell |
187,834
-3,959
| -2% | -$247K | 0.26% | 75 |
|
|
2022
Q4 | $11.6M | Buy |
191,793
+360
| +0.2% | +$21.7K | 0.28% | 66 |
|
|
2022
Q3 | $10.3M | Sell |
191,433
-6,259
| -3% | -$337K | 0.33% | 55 |
|
|
2022
Q2 | $11.3M | Sell |
197,692
-9,137
| -4% | -$524K | 0.32% | 54 |
|
|
2022
Q1 | $13.2M | Sell |
206,829
-7,326
| -3% | -$466K | 0.33% | 55 |
|
|
2021
Q4 | $14.1M | Buy |
214,155
+8,864
| +4% | +$584K | 0.38% | 49 |
|
|
2021
Q3 | $12.1M | Sell |
205,291
-20,875
| -9% | -$1.23M | 1.23% | 19 |
|
|
2021
Q2 | $13.5M | Sell |
226,166
-5,431
| -2% | -$324K | 0.49% | 34 |
|
|
2021
Q1 | $13.2M | Sell |
231,597
-13,973
| -6% | -$799K | 0.55% | 31 |
|
|
2020
Q4 | $13.3M | Sell |
245,570
-12,225
| -5% | -$660K | 0.61% | 30 |
|
|
2020
Q3 | $12.8M | Sell |
257,795
-1,566
| -0.6% | -$77.6K | 0.67% | 26 |
|
|
2020
Q2 | $11.8M | Sell |
259,361
-2,822
| -1% | -$128K | 0.7% | 25 |
|
|
2020
Q1 | $10.2M | Sell |
262,183
-9,018
| -3% | -$351K | 0.75% | 21 |
|
|
2019
Q4 | $13.1M | Sell |
271,201
-11,819
| -4% | -$573K | 0.83% | 18 |
|
|
2019
Q3 | $12.8M | Sell |
283,020
-6,084
| -2% | -$274K | 0.92% | 15 |
|
|
2019
Q2 | $12.6M | Sell |
289,104
-9,116
| -3% | -$398K | 0.94% | 18 |
|
|
2019
Q1 | $12.8M | Sell |
298,220
-2,666
| -0.9% | -$115K | 1.05% | 17 |
|
|
2018
Q4 | $11.5M | Sell |
300,886
-2,329
| -0.8% | -$89.3K | 1.33% | 15 |
|
|
2018
Q3 | $13.4M | Sell |
303,215
-6,006
| -2% | -$266K | 1.34% | 13 |
|
|
2018
Q2 | $12.7M | Sell |
309,221
-10,994
| -3% | -$451K | 1.35% | 14 |
|
|
2018
Q1 | $12.9M | Sell |
320,215
-3,400
| -1% | -$137K | 1.36% | 14 |
|
|
2017
Q4 | $13.4M | Buy |
323,615
+875
| +0.3% | +$36.3K | 1.41% | 14 |
|
|
2017
Q3 | $12.3M | Sell |
322,740
-24,274
| -7% | -$926K | 1.46% | 13 |
|
|
2017
Q2 | $12.8M | Sell |
347,014
-7,986
| -2% | -$294K | 1.58% | 12 |
|
|
2017
Q1 | $12.6M | Buy |
355,000
+4,417
| +1% | +$157K | 1.6% | 12 |
|
|
2016
Q4 | $11.7M | Buy |
+350,583
| New | +$11.7M | 1.67% | 11 |
|