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Blake Schutter Theil Wealth Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Blake Schutter Theil Wealth Advisors’s Portfolio DGRW Stock Details DGRW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$672K Hold
8,025
– – 0.76% 36
2025
Q1 		$641K Hold
8,025
– – 0.73% 38
2024
Q4 		$649K Sell
8,025
-75
-0.9% -$6.07K 0.69% 33
2024
Q3 		$674K Buy
+8,100
New +$674K 0.48% 57