TSWM
Tyler-Stone 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 | $26.3M | Buy |
314,479
+21,446
| +7% | +$1.8M | 4.24% | 2 |
|
|
2025
Q1 | $23.4M | Buy |
293,033
+10,117
| +4% | +$808K | 4.2% | 3 |
|
|
2024
Q4 | $22.9M | Buy |
282,916
+23,988
| +9% | +$1.94M | 4.07% | 3 |
|
|
2024
Q3 | $21.5M | Buy |
258,928
+141,441
| +120% | +$11.8M | 4.07% | 3 |
|
|
2024
Q2 | $9.17M | Buy |
117,487
+25,149
| +27% | +$1.96M | 3.77% | 3 |
|
|
2024
Q1 | $7.04M | Buy |
92,338
+32,327
| +54% | +$2.46M | 3.11% | 5 |
|
|
2023
Q4 | $4.22M | Buy |
60,011
+7,915
| +15% | +$556K | 2.11% | 6 |
|
|
2023
Q3 | $3.31M | Buy |
52,096
+23,096
| +80% | +$1.47M | 1.89% | 7 |
|
|
2023
Q2 | $1.93M | Buy |
+29,000
| New | +$1.93M | 1.09% | 20 |
|
|
2022
Q4 | $1.57M | Buy |
25,989
+1,889
| +8% | +$114K | 1.07% | 21 |
|
|
2022
Q3 | $1.3M | Buy |
24,100
+1,622
| +7% | +$87.4K | 0.99% | 22 |
|
|
2022
Q2 | $1.29M | Buy |
22,478
+617
| +3% | +$35.4K | 0.86% | 28 |
|
|
2022
Q1 | $1.39M | Buy |
21,861
+3,951
| +22% | +$252K | 0.77% | 34 |
|
|
2021
Q4 | $1.18M | Buy |
+17,910
| New | +$1.18M | 0.62% | 36 |
|