Cherry Tree Wealth 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
$209K Buy
2025
Q1
$187K Hold
2024
Q4
$189K Buy
2024
Q3
$186K Buy
2024
Q2
$146K Buy
2024
Q1
$128K Hold
2023
Q4
$118K Buy
2023
Q3
$91.4K Buy
2023
Q2
$80.7K Buy