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Breakwater Investment Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Breakwater Investment Management’s Portfolio DGRW Stock Details DGRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$164K Sell
1,964
-303
-13% -$25.4K 0.06% 93
2025
Q1 		$181K Buy
2,267
+847
+60% +$67.6K 0.08% 85
2024
Q4 		$115K Buy
1,420
+672
+90% +$54.4K 0.05% 110
2024
Q3 		$62.2K Hold
748
– – 0.03% 137
2024
Q2 		$58.4K Hold
748
– – 0.03% 138
2024
Q1 		$57K Buy
+748
New +$57K 0.03% 137