9258 Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

9258 Wealth Management’s Portfolio DGRW Stock Details DGRW Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$3.7M	Sell
2024 Q2	$3.59M	Sell
2024 Q1	$3.66M	Sell
2023 Q4	$3.43M	Sell
2023 Q3	$4.22M	Sell
2023 Q2	$7.11M	Sell
2023 Q1	$14.1M	Buy
2022 Q4	$13.1M	Buy
2022 Q3	$7.76M	Buy