SOA Wealth 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 | $33.5K | Hold |
400
| – | – | 0.01% | 424 |
|
|
2025
Q1 | $31.9K | Hold |
400
| – | – | 0.01% | 397 |
|
|
2024
Q4 | $32.4K | Hold |
400
| – | – | 0.01% | 388 |
|
|
2024
Q3 | $33.3K | Hold |
400
| – | – | 0.01% | 375 |
|
|
2024
Q2 | $31.2K | Hold |
400
| – | – | 0.01% | 376 |
|
|
2024
Q1 | $30.5K | Hold |
400
| – | – | 0.01% | 373 |
|
|
2023
Q4 | $28.1K | Hold |
400
| – | – | 0.01% | 371 |
|
|
2023
Q3 | $25.4K | Hold |
400
| – | – | 0.01% | 377 |
|
|
2023
Q2 | $26.7K | Hold |
400
| – | – | 0.01% | 382 |
|
|
2023
Q1 | $24.9K | Hold |
400
| – | – | 0.01% | 386 |
|
|
2022
Q4 | $24.1K | Hold |
400
| – | – | 0.01% | 379 |
|
|
2022
Q3 | $21K | Hold |
400
| – | – | 0.01% | 377 |
|
|
2022
Q2 | $22K | Hold |
400
| – | – | 0.01% | 364 |
|
|
2022
Q1 | $25K | Hold |
400
| – | – | 0.01% | 419 |
|
|
2021
Q4 | $26K | Hold |
400
| – | – | 0.01% | 398 |
|
|
2021
Q3 | $23K | Hold |
400
| – | – | 0.01% | 428 |
|
|
2021
Q2 | $23K | Hold |
400
| – | – | 0.01% | 431 |
|
|
2021
Q1 | $22K | Hold |
400
| – | – | 0.01% | 387 |
|
|
2020
Q4 | $21K | Buy |
+400
| New | +$21K | 0.01% | 390 |
|