SAM
Smartleaf Asset 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 | $10.8M | Buy |
129,103
+15,726
| +14% | +$1.31M | 0.95% | 14 |
|
|
2025
Q1 | $8.97M | Buy |
113,377
+12,694
| +13% | +$1M | 0.87% | 16 |
|
|
2024
Q4 | $8.15M | Buy |
100,683
+3,185
| +3% | +$258K | 0.83% | 15 |
|
|
2024
Q3 | $8.08M | Sell |
97,498
-55,319
| -36% | -$4.58M | 0.98% | 11 |
|
|
2024
Q2 | $11.9M | Buy |
152,817
+35,245
| +30% | +$2.75M | 1.96% | 5 |
|
|
2024
Q1 | $8.95M | Buy |
117,572
+73,933
| +169% | +$5.63M | 1.73% | 5 |
|
|
2023
Q4 | $3.07M | Buy |
+43,639
| New | +$3.07M | 0.82% | 24 |
|