SIA
SkyView Investment 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 | $44.8M | Buy |
537,459
+7,157
| +1% | +$597K | 6.43% | 4 |
|
|
2025
Q1 | $42.4M | Buy |
530,302
+13,015
| +3% | +$1.04M | 6.37% | 4 |
|
|
2024
Q4 | $41.9M | Buy |
517,287
+8,896
| +2% | +$720K | 6.68% | 4 |
|
|
2024
Q3 | $42.3M | Buy |
508,391
+19,024
| +4% | +$1.58M | 7.03% | 4 |
|
|
2024
Q2 | $38.2M | Buy |
489,367
+2,922
| +0.6% | +$228K | 6.81% | 4 |
|
|
2024
Q1 | $37.1M | Buy |
486,445
+51,657
| +12% | +$3.94M | 6.86% | 4 |
|
|
2023
Q4 | $30.6M | Buy |
434,788
+349,935
| +412% | +$24.6M | 7.65% | 4 |
|
|
2023
Q3 | $5.39M | Buy |
84,853
+64,107
| +309% | +$4.07M | 2.19% | 5 |
|
|
2023
Q2 | $1.38M | Buy |
20,746
+271
| +1% | +$18.1K | 0.34% | 86 |
|
|
2023
Q1 | $1.28M | Buy |
20,475
+7,203
| +54% | +$449K | 0.3% | 85 |
|
|
2022
Q4 | $801K | Buy |
13,272
+248
| +2% | +$15K | 0.24% | 133 |
|
|
2022
Q3 | $702K | Buy |
13,024
+795
| +7% | +$42.9K | 0.21% | 167 |
|
|
2022
Q2 | $707K | Sell |
12,229
-959
| -7% | -$55.4K | 0.19% | 180 |
|
|
2022
Q1 | $806K | Sell |
13,188
-120
| -0.9% | -$7.33K | 0.19% | 164 |
|
|
2021
Q4 | $876K | Sell |
13,308
-1,136
| -8% | -$74.8K | 0.2% | 139 |
|
|
2021
Q3 | $850K | Buy |
14,444
+267
| +2% | +$15.7K | 0.24% | 113 |
|
|
2021
Q2 | $811K | Hold |
14,177
| – | – | 0.38% | 67 |
|
|
2021
Q1 | $811K | Buy |
14,177
+69
| +0.5% | +$3.95K | 0.36% | 69 |
|
|
2020
Q4 | $761K | Buy |
+14,108
| New | +$761K | 0.36% | 71 |
|