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Colonial Trust’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Colonial Trust’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 		$823K Hold
9,825
– – 0.12% 131
2025
Q1 		$785K Hold
9,825
– – 0.12% 127
2024
Q4 		$795K Hold
9,825
– – 0.12% 133
2024
Q3 		$818K Buy
+9,825
New +$818K 0.13% 133