Belpointe Asset Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$23.6M Buy
2023
Q2
Sell
2023
Q1
$250K Sell
2022
Q4
$312K Buy
2022
Q3
$155K Buy
2022
Q2
$113K Sell
2022
Q1
$455K Buy