SWAG
Spectrum Wealth Advisory Group’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 | $332K | Sell |
3,962
-200
| -5% | -$16.7K | 0.15% | 49 |
|
|
2025
Q1 | $332K | Sell |
4,162
-88
| -2% | -$7.03K | 0.16% | 43 |
|
|
2024
Q4 | $344K | Hold |
4,250
| – | – | 0.16% | 44 |
|
|
2024
Q3 | $354K | Hold |
4,250
| – | – | 0.2% | 37 |
|
|
2024
Q2 | $332K | Hold |
4,250
| – | – | 0.35% | 27 |
|
|
2024
Q1 | $324K | Hold |
4,250
| – | – | 0.37% | 25 |
|
|
2023
Q4 | $299K | Hold |
4,250
| – | – | 0.37% | 25 |
|
|
2023
Q3 | $270K | Hold |
4,250
| – | – | 0.37% | 24 |
|
|
2023
Q2 | $283K | Hold |
4,250
| – | – | 0.38% | 25 |
|
|
2023
Q1 | $265K | Hold |
4,250
| – | – | 0.36% | 26 |
|
|
2022
Q4 | $257K | Hold |
4,250
| – | – | 0.36% | 26 |
|
|
2022
Q3 | $229K | Hold |
4,250
| – | – | 0.29% | 35 |
|
|
2022
Q2 | $244K | Hold |
4,250
| – | – | 0.27% | 35 |
|
|
2022
Q1 | $271K | Hold |
4,250
| – | – | 0.26% | 41 |
|
|
2021
Q4 | $280K | Hold |
4,250
| – | – | 0.25% | 41 |
|
|
2021
Q3 | $250K | Hold |
4,250
| – | – | 0.25% | 41 |
|
|
2021
Q2 | $254K | Hold |
4,250
| – | – | 0.25% | 41 |
|
|
2021
Q1 | $243K | Hold |
4,250
| – | – | 0.23% | 36 |
|
|
2020
Q4 | $229K | Buy |
+4,250
| New | +$229K | 0.26% | 31 |
|