Choice Wealth Advisors LLC DGRW holdings history
WISDOMTREE U.S. QUALITY DIVI · CUSIP 97717X669 · CIK 1842357
As of 2026-06-30, Choice Wealth Advisors LLC reported 330.98K DGRW (shares), valued at $31.65M, or 11.11% of its reported non-derivative portfolio. Filed 2026-07-09.
Verify history & sources →Shares increased 0.92%; reported value increased 9.86%, and weight changed -0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 11.11% | 330,979 | SEC filing ↗Filed Jul 9, 2026 |
| Q1 2026 | 11.31% | 327,972 | SEC filing ↗Filed Apr 9, 2026 |
| Q4 2025 | 11.41% | 322,617 | SEC filing ↗Filed Jan 8, 2026 |
| Q3 2025 | 12.27% | 321,720 | SEC filing ↗Filed Nov 6, 2025 |
| Q2 2025 | 12.45% | 329,125 | SEC filing ↗Filed Jul 8, 2025 |
| Q1 2025 | 13.75% | 330,368 | SEC filing ↗Filed Apr 11, 2025 |
| Q4 2024 | 13.68% | 330,966 | SEC filing ↗Filed Jan 15, 2025 |
| Q3 2024 | 13.77% | 331,267 | SEC filing ↗Filed Oct 7, 2024 |
| Q2 2024 | 13.79% | 333,082 | SEC filing ↗Filed Jul 15, 2024 |
| Q1 2024 | 15.28% | 331,175 | SEC filing ↗Filed Apr 18, 2024 |
| Q4 2023 | 14.72% | 338,142 | SEC filing ↗Filed Jan 12, 2024 |
| Q3 2023 | 15.10% | 336,710 | SEC filing ↗Filed Oct 10, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 15.10% | 336,710 | $21.38M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 10, 2023 |
| Q4 2023 | 14.72% | 338,142 | $23.76M | Shares increased 0.43%; reported value increased 11.17%, and weight changed -0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 12, 2024 |
| Q1 2024 | 15.28% | 331,175 | $25.23M | Shares decreased 2.06%; reported value increased 6.18%, and weight changed +0.56 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 18, 2024 |
| Q2 2024 | 13.79% | 333,082 | $26.00M | Shares increased 0.58%; reported value increased 3.03%, and weight changed -1.49 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 15, 2024 |
| Q3 2024 | 13.77% | 331,267 | $27.56M | Shares decreased 0.54%; reported value increased 6.03%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 7, 2024 |
| Q4 2024 | 13.68% | 330,966 | $26.79M | Shares decreased 0.09%; reported value decreased 2.83%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 15, 2025 |
| Q1 2025 | 13.75% | 330,368 | $26.38M | Shares decreased 0.18%; reported value decreased 1.50%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 11, 2025 |
| Q2 2025 | 12.45% | 329,125 | $27.56M | Shares decreased 0.38%; reported value increased 4.46%, and weight changed -1.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 8, 2025 |
| Q3 2025 | 12.27% | 321,720 | $28.62M | Shares decreased 2.25%; reported value increased 3.84%, and weight changed -0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 6, 2025 |
| Q4 2025 | 11.41% | 322,617 | $28.85M | Shares increased 0.28%; reported value increased 0.81%, and weight changed -0.86 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 8, 2026 |
| Q1 2026 | 11.31% | 327,972 | $28.81M | Shares increased 1.66%; reported value decreased 0.15%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 9, 2026 |
| Q2 2026 | 11.11% | 330,979 | $31.65M | Shares increased 0.92%; reported value increased 9.86%, and weight changed -0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2026 |
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