WMR
Wealth Management Resources’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 | $2.08M | Sell |
24,809
-18,857
| -43% | -$1.58M | 0.71% | 21 |
|
|
2025
Q1 | $3.49M | Sell |
43,666
-2,696
| -6% | -$215K | 1.27% | 17 |
|
|
2024
Q4 | $3.75M | Sell |
46,362
-119,180
| -72% | -$9.65M | 1.38% | 17 |
|
|
2024
Q3 | $13.8M | Sell |
165,542
-1,001
| -0.6% | -$83.3K | 5.52% | 7 |
|
|
2024
Q2 | $13M | Sell |
166,543
-11,825
| -7% | -$923K | 5.58% | 7 |
|
|
2024
Q1 | $13.6M | Sell |
178,368
-2,110
| -1% | -$161K | 5.87% | 6 |
|
|
2023
Q4 | $12.7M | Sell |
180,478
-1,919
| -1% | -$135K | 5.96% | 6 |
|
|
2023
Q3 | $11.6M | Sell |
182,397
-434
| -0.2% | -$27.6K | 5.6% | 5 |
|
|
2023
Q2 | $12.2M | Sell |
182,831
-6,941
| -4% | -$463K | 7.09% | 6 |
|
|
2023
Q1 | $11.8M | Buy |
189,772
+1,502
| +0.8% | +$93.6K | 7.28% | 3 |
|
|
2022
Q4 | $11.4M | Sell |
188,270
-679
| -0.4% | -$41K | 7.37% | 3 |
|
|
2022
Q3 | $10.2M | Buy |
188,949
+1,829
| +1% | +$98.6K | 6.78% | 3 |
|
|
2022
Q2 | $10.7M | Buy |
187,120
+47,354
| +34% | +$2.71M | 6.6% | 3 |
|
|
2022
Q1 | $8.9M | Buy |
139,766
+1,181
| +0.9% | +$75.2K | 6.15% | 6 |
|
|
2021
Q4 | $9.13M | Buy |
+138,585
| New | +$9.13M | 5.88% | 5 |
|