Vermillion & White Wealth Management Group, LLC DGRW holdings history
WISDOMTREE U.S. QUALITY DIVI · CUSIP 97717X669 · CIK 1862443
As of 2026-06-30, Vermillion & White Wealth Management Group, LLC reported 17.43K DGRW (shares), valued at $1.67M, or 0.84% of its reported non-derivative portfolio. Filed 2026-08-19.
Verify history & sources →Shares decreased 1.34%; reported value increased 7.40%, and weight changed -0.05 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 | 0.84% | 17,429 | SEC filing ↗Filed Aug 19, 2026 |
| Q1 2026 | 0.89% | 17,666 | SEC filing ↗Filed May 15, 2026Amended |
| Q4 2025 | 0.88% | 18,004 | SEC filing ↗Filed Feb 18, 2026 |
| Q3 2025 | 0.91% | 18,002 | SEC filing ↗Filed Nov 26, 2025 |
| Q2 2025 | 0.98% | 17,953 | SEC filing ↗Filed Aug 13, 2025 |
| Q1 2025 | 0.93% | 16,137 | SEC filing ↗Filed May 15, 2025 |
| Q4 2024 | 2.97% | 49,750 | SEC filing ↗Filed Feb 14, 2025 |
| Q3 2024 | 5.10% | 82,901 | SEC filing ↗Filed Nov 13, 2024 |
| Q2 2024 | 4.16% | 70,835 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 3.56% | 58,470 | SEC filing ↗Filed May 15, 2024 |
| Q4 2023 | 7.23% | 106,057 | SEC filing ↗Filed Feb 13, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 7.23% | 106,057 | $7.45M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Feb 13, 2024 |
| Q1 2024 | 3.56% | 58,470 | $4.45M | Shares decreased 44.87%; reported value decreased 40.23%, and weight changed -3.67 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2024 |
| Q2 2024 | 4.16% | 70,835 | $5.53M | Shares increased 21.15%; reported value increased 24.11%, and weight changed +0.60 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 5.10% | 82,901 | $6.90M | Shares increased 17.03%; reported value increased 24.77%, and weight changed +0.94 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2024 |
| Q4 2024 | 2.97% | 49,750 | $4.03M | Shares decreased 39.99%; reported value decreased 41.63%, and weight changed -2.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 0.93% | 16,137 | $1.29M | Shares decreased 67.56%; reported value decreased 67.99%, and weight changed -2.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2025 |
| Q2 2025 | 0.98% | 17,953 | $1.50M | Shares increased 11.25%; reported value increased 16.66%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q3 2025 | 0.91% | 18,002 | $1.60M | Shares increased 0.27%; reported value increased 6.52%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 26, 2025 |
| Q4 2025 | 0.88% | 18,004 | $1.61M | Shares increased 0.01%; reported value increased 0.54%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 18, 2026 |
| Q1 2026 | 0.89% | 17,666 | $1.55M | Shares decreased 1.88%; reported value decreased 3.62%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 0.84% | 17,429 | $1.67M | Shares decreased 1.34%; reported value increased 7.40%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 19, 2026 |
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