Columbia Advisory Partners’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$22.2M Buy
265,543
+40,578
+18% +$3.4M 16.83% 1
2025
Q1
$18M Buy
224,965
+34,987
+18% +$2.79M 15.58% 1
2024
Q4
$15.4M Buy
+189,978
New +$15.4M 14.3% 1