SSWM
Sheets Smith 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 | $1.15M | Hold |
13,708
| – | – | 0.13% | 145 |
|
|
2025
Q1 | $1.09M | Sell |
13,708
-6,901
| -33% | -$551K | 0.14% | 145 |
|
|
2024
Q4 | $1.67M | Sell |
20,609
-2,183
| -10% | -$177K | 0.2% | 109 |
|
|
2024
Q3 | $1.9M | Sell |
22,792
-623
| -3% | -$51.8K | 0.23% | 101 |
|
|
2024
Q2 | $1.83M | Sell |
23,415
-69
| -0.3% | -$5.39K | 0.22% | 107 |
|
|
2024
Q1 | $1.79M | Buy |
23,484
+500
| +2% | +$38.1K | 0.2% | 110 |
|
|
2023
Q4 | $1.62M | Sell |
22,984
-156
| -0.7% | -$11K | 0.23% | 99 |
|
|
2023
Q3 | $1.47M | Sell |
23,140
-3,213
| -12% | -$204K | 0.22% | 104 |
|
|
2023
Q2 | $1.76M | Sell |
26,353
-132
| -0.5% | -$8.8K | 0.26% | 93 |
|
|
2023
Q1 | $1.65M | Sell |
26,485
-1,422
| -5% | -$88.6K | 0.25% | 93 |
|
|
2022
Q4 | $1.68M | Sell |
27,907
-20,614
| -42% | -$1.24M | 0.26% | 92 |
|
|
2022
Q3 | $2.62M | Sell |
48,521
-326
| -0.7% | -$17.6K | 0.44% | 60 |
|
|
2022
Q2 | $2.8M | Sell |
48,847
-486
| -1% | -$27.8K | 0.46% | 55 |
|
|
2022
Q1 | $3.14M | Sell |
49,333
-1,830
| -4% | -$117K | 0.43% | 58 |
|
|
2021
Q4 | $3.37M | Sell |
51,163
-2,169
| -4% | -$143K | 0.42% | 61 |
|
|
2021
Q3 | $3.14M | Sell |
53,332
-299
| -0.6% | -$17.6K | 0.43% | 59 |
|
|
2021
Q2 | $3.2M | Sell |
53,631
-3,381
| -6% | -$202K | 0.43% | 58 |
|
|
2021
Q1 | $3.26M | Buy |
57,012
+1
| +0% | +$57 | 0.48% | 54 |
|
|
2020
Q4 | $3.08M | Sell |
57,011
-1,757
| -3% | -$94.8K | 0.47% | 62 |
|
|
2020
Q3 | $2.91M | Buy |
58,768
+1
| +0% | +$50 | 0.51% | 55 |
|
|
2020
Q2 | $2.67M | Buy |
58,767
+1
| +0% | +$45 | 0.53% | 51 |
|
|
2020
Q1 | $2.29M | Buy |
+58,766
| New | +$2.29M | 0.48% | 49 |
|