Arcadia Wealth Management (New Hampshire)’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-4,886
Closed -$305K 54
2023
Q1
$305K Sell
4,886
-893
-15% -$55.7K 0.25% 49
2022
Q4
$349K Buy
+5,779
New +$349K 0.31% 40